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

Pension & Wealth Management 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 		$151K Buy
2,692
+188
+8% +$9.78K 0.04% 203
2026
Q1 		$118K Buy
2,504
+1,079
+76% +$52.3K 0.03% 216
2025
Q4 		$65.5K Buy
1,425
+4
+0.3% +$182 0.02% 273
2025
Q3 		$64.1K Buy
+1,421
New +$61.7K 0.02% 253

Other funds holding ESML

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pension & Wealth Management Advisors's ESML Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7.5% in Q2 2026, buying an estimated $9.78K and bringing the position to 2,692 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #203.

Pension & Wealth Management Advisors first reported a position in ESML in Q3 2025 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Pension & Wealth Management Advisors held 2,692 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $151K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 188 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $9.78K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #203 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 461 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.