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ESML icon

&Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

&Partners’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 		$1.08M Buy
19,337
+684
+4% +$35.6K ﹤0.01% 1370
2026
Q1 		$881K Buy
18,653
+151
+0.8% +$7.32K ﹤0.01% 1373
2025
Q4 		$851K Buy
18,502
+803
+5% +$36.6K ﹤0.01% 1312
2025
Q3 		$798K Sell
17,699
-1,171
-6% -$50.9K 0.01% 1190
2025
Q2 		$780K Sell
18,870
-3,197
-14% -$124K 0.01% 1109
2025
Q1 		$849K Buy
22,067
+1,364
+7% +$56.7K 0.01% 891
2024
Q4 		$879K Buy
20,703
+14,317
+224% +$619K 0.01% 826
2024
Q3 		$267K Buy
6,386
+211
+3% +$8.48K 0.01% 1169
2024
Q2 		$238K Buy
6,175
+156
+3% +$6.02K 0.01% 792
2024
Q1 		$242K Buy
+6,019
New +$229K 0.03% 417

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

&Partners's ESML Position: Q2 2026 in Review

&Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.7% in Q2 2026, buying an estimated $35.6K and bringing the position to 19,337 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

&Partners first reported a position in ESML in Q1 2024 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • &Partners held 19,337 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.08M as of Q2 2026.
  • &Partners bought 684 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $35.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1370 holding.
  • &Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.