Richard P. Slaughter Associates’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$414K Buy
7,406
+236
+3% +$12.3K 0.08% 80
2026
Q1
$337K Sell
7,170
-1,147
-14% -$55.6K 0.07% 79
2025
Q4
$382K Sell
8,317
-113
-1% -$5.15K 0.08% 82
2025
Q3
$380K Sell
8,430
-552
-6% -$24K 0.08% 85
2025
Q2
$371K Buy
+8,982
New +$348K 0.08% 89

Other funds holding ESML

Richard P. Slaughter Associates's ESML Position: Q2 2026 in Review

Richard P. Slaughter Associates increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.3% in Q2 2026, buying an estimated $12.3K and bringing the position to 7,406 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #80.

Richard P. Slaughter Associates first reported a position in ESML in Q2 2025 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Richard P. Slaughter Associates held 7,406 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $414K as of Q2 2026.
  • Richard P. Slaughter Associates bought 236 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $12.3K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #80 holding.
  • Richard P. Slaughter Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.