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Riverwater Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Riverwater Partners’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
-7,995
Closed -$376K – 216
2026
Q1 		$376K Buy
7,995
+5
+0.1% +$243 0.13% 150
2025
Q4 		$367K Sell
7,990
-125
-2% -$5.7K 0.14% 153
2025
Q3 		$366K Sell
8,115
-148
-2% -$6.43K 0.15% 152
2025
Q2 		$342K Sell
8,263
-1,705
-17% -$66K 0.16% 150
2025
Q1 		$383K Sell
9,968
-821
-8% -$34.1K 0.2% 121
2024
Q4 		$454K Buy
10,789
+46
+0.4% +$1.99K 0.22% 110
2024
Q3 		$444K Buy
10,743
+72
+0.7% +$2.89K 0.22% 117
2024
Q2 		$411K Buy
10,671
+264
+3% +$10.2K 0.3% 97
2024
Q1 		$419K Buy
10,407
+46
+0.4% +$1.75K 0.31% 97
2023
Q4 		$394K Sell
10,361
-616
-6% -$21K 0.31% 97
2023
Q3 		$369K Sell
10,977
-2,888
-21% -$103K 0.34% 96
2023
Q2 		$492K Buy
13,865
+24
+0.2% +$812 0.44% 73
2023
Q1 		$470K Sell
13,841
-3,173
-19% -$111K 0.43% 71
2022
Q4 		$559K Sell
17,014
-884
-5% -$29.4K 0.48% 64
2022
Q3 		$549K Buy
17,898
+458
+3% +$15.5K 0.55% 59
2022
Q2 		$549K Buy
17,440
+1
+0% +$34 0.55% 52
2022
Q1 		$663K Sell
17,439
-887
-5% -$33.4K 1.09% 36
2021
Q4 		$739K Buy
+18,326
New +$742K 0.66% 46

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

Riverwater Partners's ESML Position: Q2 2026 in Review

Riverwater Partners sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 7,995 shares — an estimated $376K sold.

Riverwater Partners first reported a position in ESML in Q4 2021 and held it in 18 quarters. The position peaked at $739K in Q4 2021. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Riverwater Partners reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Riverwater Partners sold 7,995 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $376K.
  • Riverwater Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and held it in 18 quarters.
  • Riverwater Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $739K in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.