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

Opal 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 		$843K Sell
15,072
-154
-1% -$8.01K 0.18% 62
2026
Q1 		$716K Sell
15,226
-668
-4% -$32.4K 0.16% 68
2025
Q4 		$731K Sell
15,894
-596
-4% -$27.2K 0.19% 70
2025
Q3 		$743K Sell
16,490
-249
-1% -$10.8K 0.21% 62
2025
Q2 		$692K Buy
16,739
+1,437
+9% +$55.6K 0.19% 63
2025
Q1 		$588K Sell
15,302
-4,838
-24% -$201K 0.18% 68
2024
Q4 		$847K Buy
20,140
+11,386
+130% +$492K 0.25% 54
2024
Q3 		$366K Sell
8,754
-323
-4% -$13K 0.11% 106
2024
Q2 		$349K Buy
9,077
+171
+2% +$6.6K 0.11% 107
2024
Q1 		$359K Buy
8,906
+218
+3% +$8.29K 0.12% 112
2023
Q4 		$330K Buy
8,688
+61
+0.7% +$2.08K 0.13% 120
2023
Q3 		$290K Sell
8,627
-1,392
-14% -$49.5K 0.17% 102
2023
Q2 		$356K Buy
10,019
+140
+1% +$4.74K 0.18% 76
2023
Q1 		$336K Sell
9,879
-217
-2% -$7.58K 0.2% 62
2022
Q4 		$332K Buy
10,096
+5
+0% +$166 0.18% 72
2022
Q3 		$309K Buy
10,091
+61
+0.6% +$2.06K 0.23% 63
2022
Q2 		$316K Sell
10,030
-124
-1% -$4.27K 0.21% 66
2022
Q1 		$386K Buy
10,154
+1,650
+19% +$62.2K 0.34% 47
2021
Q4 		$343K Buy
8,504
+1,305
+18% +$52.8K 0.22% 74
2021
Q3 		$281K Buy
7,199
+995
+16% +$39.4K 0.27% 57
2021
Q2 		$250K Sell
6,204
-1,187
-16% -$47.2K 0.23% 65
2021
Q1 		$285K Sell
7,391
-46
-0.6% -$1.73K 0.31% 47
2020
Q4 		$254K Buy
+7,437
New +$229K 0.32% 51

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

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

Opal Wealth Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1% in Q2 2026, selling an estimated $8.01K and leaving 15,072 shares worth $843K. The position accounts for 0.18% of the portfolio, ranked #62.

Opal Wealth Advisors first reported a position in ESML in Q4 2020 and has held it in 23 quarters since. The position peaked at $847K in Q4 2024. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Opal Wealth Advisors held 15,072 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $843K as of Q2 2026.
  • Opal Wealth Advisors sold 154 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $8.01K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.18% of Opal Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Opal Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $847K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.