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One Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

One Wealth Advisors’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 		$317K Sell
5,666
-106
-2% -$5.51K 0.04% 255
2026
Q1 		$271K Buy
5,772
+4
+0.1% +$194 0.03% 257
2025
Q4 		$265K Sell
5,768
-173
-3% -$7.89K 0.03% 256
2025
Q3 		$268K Sell
5,941
-182
-3% -$7.91K 0.03% 252
2025
Q2 		$253K Sell
6,123
-1,803
-23% -$69.8K 0.04% 249
2025
Q1 		$304K Sell
7,926
-16
-0.2% -$665 0.05% 210
2024
Q4 		$334K Sell
7,942
-16
-0.2% -$692 0.05% 172
2024
Q3 		$333K Sell
7,958
-1,774
-18% -$71.3K 0.05% 184
2024
Q2 		$378K Sell
9,732
-1,527
-14% -$59K 0.08% 137
2024
Q1 		$453K Sell
11,259
-224
-2% -$8.52K 0.08% 134
2023
Q4 		$436K Sell
11,483
-27,735
-71% -$947K 0.08% 122
2023
Q3 		$1.32M Sell
39,218
-29,946
-43% -$1.07M 0.29% 56
2023
Q2 		$2.46M Sell
69,164
-805
-1% -$27.3K 0.52% 37
2023
Q1 		$2.38M Sell
69,969
-10,285
-13% -$359K 0.55% 37
2022
Q4 		$2.64M Sell
80,254
-2,855
-3% -$94.8K 0.6% 35
2022
Q3 		$2.55M Buy
83,109
+6,688
+9% +$226K 0.83% 23
2022
Q2 		$2.41M Buy
76,421
+13,513
+21% +$465K 0.64% 37
2022
Q1 		$2.39M Buy
62,908
+6,278
+11% +$237K 0.59% 36
2021
Q4 		$2.28M Buy
56,630
+1,841
+3% +$74.5K 0.58% 33
2021
Q3 		$2.14M Buy
54,789
+8,931
+19% +$353K 0.63% 31
2021
Q2 		$1.85M Buy
45,858
+22,827
+99% +$908K 0.59% 28
2021
Q1 		$888K Buy
+23,031
New +$868K 0.34% 36

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

One Wealth Advisors's ESML Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.8% in Q2 2026, selling an estimated $5.51K and leaving 5,666 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #255.

One Wealth Advisors first reported a position in ESML in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.64M in Q4 2022. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • One Wealth Advisors held 5,666 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $317K as of Q2 2026.
  • One Wealth Advisors sold 106 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $5.51K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #255 holding.
  • One Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • One Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.64M in Q4 2022.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.