Robertson Stephens Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Robertson Stephens Wealth 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	$1.7M	Sell	30,306 -6,041	-17%	-$314K	0.04%	231
2026 Q1	$1.71M	Buy	36,347 +15,133	+71%	+$734K	0.05%	227
2025 Q4	$975K	Buy	21,214 +4,548	+27%	+$207K	0.03%	310
2025 Q3	$751K	Sell	16,666 -387	-2%	-$16.8K	0.02%	286
2025 Q2	$705K	Sell	17,053 -6,011	-26%	-$233K	0.02%	313
2025 Q1	$886K	Buy	23,064 +2,091	+10%	+$86.9K	0.03%	281
2024 Q4	$882K	Buy	20,973 +6,322	+43%	+$273K	0.03%	271
2024 Q3	$613K	Sell	14,651 -772	-5%	-$31K	0.02%	367
2024 Q2	$594K	Sell	15,423 -2,190	-12%	-$84.5K	0.03%	305
2024 Q1	$709K	Sell	17,613 -250	-1%	-$9.51K	0.04%	284
2023 Q4	$679K	Sell	17,863 -5,861	-25%	-$200K	0.04%	268
2023 Q3	$801K	Buy	23,724 +6,196	+35%	+$221K	0.05%	235
2023 Q2	$623K	Buy	+17,528	New	+$593K	0.04%	252

Other funds holding ESML

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Robertson Stephens Wealth Management's ESML Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 17% in Q2 2026, selling an estimated $314K and leaving 30,306 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #231.

Robertson Stephens Wealth Management first reported a position in ESML in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.71M in Q1 2026. 245 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Robertson Stephens Wealth Management held 30,306 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.7M as of Q2 2026.
Robertson Stephens Wealth Management sold 6,041 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $314K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #231 holding.
Robertson Stephens Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Robertson Stephens Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.71M in Q1 2026.
245 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.