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Relyea Zuckerberg Hanson’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Relyea Zuckerberg Hanson’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 		$2.51M Sell
44,855
-453
-1% -$23.6K 0.21% 70
2026
Q1 		$2.13M Buy
45,308
+57
+0.1% +$2.77K 0.21% 70
2025
Q4 		$2.08M Sell
45,251
-1,704
-4% -$77.7K 0.21% 73
2025
Q3 		$2.12M Buy
46,955
+2,757
+6% +$120K 0.22% 71
2025
Q2 		$1.83M Buy
44,198
+9,806
+29% +$380K 0.21% 69
2025
Q1 		$1.32M Buy
34,392
+959
+3% +$39.9K 0.18% 79
2024
Q4 		$1.41M Sell
33,433
-713
-2% -$30.8K 0.19% 77
2024
Q3 		$1.43M Sell
34,146
-2,583
-7% -$104K 0.22% 67
2024
Q2 		$1.41M Sell
36,729
-2,219
-6% -$85.7K 0.24% 61
2024
Q1 		$1.57M Buy
38,948
+4,775
+14% +$182K 0.27% 52
2023
Q4 		$1.3M Buy
34,173
+13,929
+69% +$475K 0.25% 60
2023
Q3 		$681K Sell
20,244
-926
-4% -$33K 0.16% 84
2023
Q2 		$752K Buy
21,170
+3,144
+17% +$106K 0.17% 82
2023
Q1 		$613K Buy
18,026
+3,718
+26% +$130K 0.15% 91
2022
Q4 		$470K Sell
14,308
-347
-2% -$11.5K 0.13% 100
2022
Q3 		$449K Buy
14,655
+478
+3% +$16.1K 0.16% 88
2022
Q2 		$447K Sell
14,177
-18,354
-56% -$632K 0.17% 90
2022
Q1 		$1.22M Buy
32,531
+15,708
+93% +$592K 0.4% 41
2021
Q4 		$614K Sell
16,823
-323
-2% -$13.1K 0.22% 81
2021
Q3 		$669K Buy
17,146
+176
+1% +$6.96K 0.26% 68
2021
Q2 		$685K Buy
16,970
+15
+0.1% +$597 0.28% 59
2021
Q1 		$686K Sell
16,955
-4,125
-20% -$155K 0.3% 55
2020
Q4 		$719K Sell
21,080
-37
-0.2% -$1.14K 0.39% 44
2020
Q3 		$608K Buy
21,117
+1,546
+8% +$40.9K 0.39% 50
2020
Q2 		$491K Buy
+19,571
New +$451K 0.39% 56

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

Relyea Zuckerberg Hanson's ESML Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1% in Q2 2026, selling an estimated $23.6K and leaving 44,855 shares worth $2.51M. The position accounts for 0.21% of the portfolio, ranked #70.

Relyea Zuckerberg Hanson first reported a position in ESML in Q2 2020 and has held it in 25 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Relyea Zuckerberg Hanson held 44,855 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.51M as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 453 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $23.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.21% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #70 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.