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Presilium Private Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Presilium Private Wealth’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 		$567K Buy
10,145
+32
+0.3% +$1.66K 0.09% 57
2026
Q1 		$476K Sell
10,113
-201
-2% -$9.75K 0.08% 52
2025
Q4 		$474K Buy
10,314
+69
+0.7% +$3.15K 0.09% 57
2025
Q3 		$462K Sell
10,245
-300
-3% -$13K 0.09% 55
2025
Q2 		$436K Buy
10,545
+8
+0.1% +$310 0.09% 53
2025
Q1 		$405K Buy
10,537
+1,427
+16% +$59.3K 0.09% 56
2024
Q4 		$383K Buy
9,110
+490
+6% +$21.2K 0.09% 60
2024
Q3 		$360K Sell
8,620
-230
-3% -$9.25K 0.08% 63
2024
Q2 		$341K Buy
8,850
+420
+5% +$16.2K 0.09% 61
2024
Q1 		$339K Sell
8,430
-353
-4% -$13.4K 0.09% 59
2023
Q4 		$334K Sell
8,783
-85
-1% -$2.9K 0.1% 60
2023
Q3 		$298K Buy
+8,868
New +$316K 0.09% 50

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

Presilium Private Wealth's ESML Position: Q2 2026 in Review

Presilium Private Wealth increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.32% in Q2 2026, buying an estimated $1.66K and bringing the position to 10,145 shares worth $567K. The position accounts for 0.09% of the portfolio, ranked #57.

Presilium Private Wealth first reported a position in ESML in Q3 2023 and has held it in 12 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Presilium Private Wealth held 10,145 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $567K as of Q2 2026.
  • Presilium Private Wealth bought 32 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.66K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.09% of Presilium Private Wealth's portfolio in Q2 2026, its #57 holding.
  • Presilium Private Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.