Onyx Bridge Wealth Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Onyx Bridge Wealth Group’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	$442K	Buy	7,910 +288	+4%	+$15K	0.04%	255
2026 Q1	$358K	Buy	+7,622	New	+$370K	0.04%	266
2024 Q1	–	Sell	-11,869	Closed	-$451K	–	269
2023 Q4	$451K	Buy	11,869 +5,200	+78%	+$177K	0.09%	140
2023 Q3	$224K	Buy	+6,669	New	+$237K	0.05%	202
2023 Q2	–	Sell	-11,315	Closed	-$385K	–	241
2023 Q1	$385K	Buy	+11,315	New	+$395K	0.15%	107
2022 Q4	–	Sell	-9,624	Closed	-$299K	–	189
2022 Q3	$299K	Buy	+9,624	New	+$325K	0.14%	117

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 29.2% 1-Year Est. Return

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

Onyx Bridge Wealth Group's ESML Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.8% in Q2 2026, buying an estimated $15K and bringing the position to 7,910 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #255.

Onyx Bridge Wealth Group first reported a position in ESML in Q3 2022 and has held it in 6 quarters since. The position peaked at $451K in Q4 2023. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Onyx Bridge Wealth Group held 7,910 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $442K as of Q2 2026.
Onyx Bridge Wealth Group bought 288 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $15K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #255 holding.
Onyx Bridge Wealth Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2022 and has held it in 6 quarters since.
Onyx Bridge Wealth Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $451K in Q4 2023.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.