NWF Advisory Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

NWF Advisory Services’s Portfolio ESML Stock Details ESML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$441K	Buy	7,887 +6	+0.1%	+$312	0.04%	243
2026 Q1	$371K	Buy	7,881 +8	+0.1%	+$388	0.04%	254
2025 Q4	$362K	Sell	7,873 -213	-3%	-$9.71K	0.04%	251
2025 Q3	$365K	Buy	8,086 +536	+7%	+$23.3K	0.04%	257
2025 Q2	$312K	Sell	7,550 -246	-3%	-$9.52K	0.04%	288
2025 Q1	$299K	Buy	7,796 +2,065	+36%	+$85.8K	0.04%	252
2024 Q4	$241K	Buy	+5,731	New	+$248K	0.04%	225

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

NWF Advisory Services's ESML Position: Q2 2026 in Review

NWF Advisory Services increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.08% in Q2 2026, buying an estimated $312 and bringing the position to 7,887 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #243.

NWF Advisory Services first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

NWF Advisory Services held 7,887 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $441K as of Q2 2026.
NWF Advisory Services bought 6 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $312.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of NWF Advisory Services's portfolio in Q2 2026, its #243 holding.
NWF Advisory Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.