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Rossby Financial’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Rossby Financial’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 		$115K Buy
2,062
+464
+29% +$24.1K 0.02% 510
2026
Q1 		$75.8K Buy
1,598
+681
+74% +$33K 0.02% 618
2025
Q4 		$42.2K Sell
917
-2
-0.2% -$91 0.01% 580
2025
Q3 		$41.6K Buy
919
+651
+243% +$28.3K 0.01% 568
2025
Q2 		$11.1K Hold
268
– – ﹤0.01% 770
2025
Q1 		$9.98K Buy
+268
New +$11.1K ﹤0.01% 721

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

Rossby Financial's ESML Position: Q2 2026 in Review

Rossby Financial increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 29% in Q2 2026, buying an estimated $24.1K and bringing the position to 2,062 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #510.

Rossby Financial first reported a position in ESML in Q1 2025 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Rossby Financial held 2,062 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $115K as of Q2 2026.
  • Rossby Financial bought 464 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $24.1K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Rossby Financial's portfolio in Q2 2026, its #510 holding.
  • Rossby Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.