Orin Green Financial’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Orin Green Financial’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	$433K	Buy	7,741 +253	+3%	+$13.2K	0.16%	60
2026 Q1	$352K	Buy	7,488 +473	+7%	+$22.9K	0.14%	61
2025 Q4	$323K	Hold	7,015	–	–	0.13%	61
2025 Q3	$316K	Buy	7,015 +845	+14%	+$36.7K	0.13%	62
2025 Q2	$255K	Hold	6,170	–	–	0.11%	65
2025 Q1	$216K	Buy	+6,170	New	+$256K	0.1%	67
2024 Q4	–	Sell	-6,170	Closed	-$267K	–	64
2024 Q3	$258K	Sell	6,170 -527	-8%	-$21.2K	0.11%	68
2024 Q2	$258K	Buy	+6,697	New	+$259K	0.12%	63
2024 Q1	–	Sell	-6,274	Closed	-$239K	–	61
2023 Q4	$238K	Buy	6,274 +1,329	+27%	+$45.4K	0.12%	65
2023 Q3	$211K	Buy	+4,945	New	+$176K	0.12%	65

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

Orin Green Financial's ESML Position: Q2 2026 in Review

Orin Green Financial increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.4% in Q2 2026, buying an estimated $13.2K and bringing the position to 7,741 shares worth $433K. The position accounts for 0.16% of the portfolio, ranked #60.

Orin Green Financial first reported a position in ESML in Q3 2023 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Orin Green Financial held 7,741 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $433K as of Q2 2026.
Orin Green Financial bought 253 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $13.2K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.16% of Orin Green Financial's portfolio in Q2 2026, its #60 holding.
Orin Green Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2023 and has held it in 10 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.