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

Phillips Financial Management’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 		– Sell
-429
Closed -$20.2K – 298
2026
Q1 		$20.2K Hold
429
– – ﹤0.01% 260
2025
Q4 		$19.7K Hold
429
– – ﹤0.01% 279
2025
Q3 		$19.3K Hold
429
– – ﹤0.01% 279
2025
Q2 		$17.7K Hold
429
– – ﹤0.01% 248
2025
Q1 		$16.5K Hold
429
– – ﹤0.01% 242
2024
Q4 		$18K Sell
429
-240
-36% -$10.4K ﹤0.01% 238
2024
Q3 		$28K Buy
+669
New +$26.9K ﹤0.01% 231

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

Phillips Financial Management's ESML Position: Q2 2026 in Review

Phillips Financial Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 429 shares — an estimated $20.2K sold.

Phillips Financial Management first reported a position in ESML in Q3 2024 and held it in 7 quarters. The position peaked at $28K in Q3 2024. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Phillips Financial Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 429 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $20.2K.
  • Phillips Financial Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and held it in 7 quarters.
  • Phillips Financial Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $28K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.