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

Operose 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 		$61.6K Buy
1,101
+324
+42% +$16.9K 0.01% 290
2026
Q1 		$36.5K Hold
777
– – 0.01% 310
2025
Q4 		$35.7K Buy
777
+461
+146% +$21K 0.01% 310
2025
Q3 		$14.2K Buy
+316
New +$13.7K ﹤0.01% 341
2025
Q1 		– Sell
-2,452
Closed -$103K – 414
2024
Q4 		$103K Sell
2,452
-15
-0.6% -$648 0.04% 169
2024
Q3 		$103K Buy
2,467
+8
+0.3% +$322 0.03% 193
2024
Q2 		$94.7K Sell
2,459
-7
-0.3% -$270 0.03% 189
2024
Q1 		$99.3K Buy
2,466
+6
+0.2% +$228 0.03% 200
2023
Q4 		$93.5K Sell
2,460
-319
-11% -$10.9K 0.04% 161
2023
Q3 		$93.5K Hold
2,779
– – 0.04% 221
2023
Q2 		$98.7K Buy
2,779
+8
+0.3% +$271 0.04% 122
2023
Q1 		$94.2K Sell
2,771
-295
-10% -$10.3K 0.05% 119
2022
Q4 		$101K Buy
3,066
+22
+0.7% +$731 0.05% 108
2022
Q3 		$93K Hold
3,044
– – 0.06% 108
2022
Q2 		$96K Buy
3,044
+7
+0.2% +$241 0.07% 101
2022
Q1 		$116K Buy
+3,037
New +$114K 0.08% 95

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

Operose Advisors's ESML Position: Q2 2026 in Review

Operose Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 42% in Q2 2026, buying an estimated $16.9K and bringing the position to 1,101 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #290.

Operose Advisors first reported a position in ESML in Q1 2022 and has held it in 16 quarters since. The position peaked at $116K in Q1 2022. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Operose Advisors held 1,101 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $61.6K as of Q2 2026.
  • Operose Advisors bought 324 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $16.9K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #290 holding.
  • Operose Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 16 quarters since.
  • Operose Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $116K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.