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

RTD Financial Advisors’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	$236K	Buy	+4,221	New	+$220K	0.03%	118
2025 Q4	–	Sell	-4,721	Closed	-$213K	–	114
2025 Q3	$213K	Sell	4,721 -1,385	-23%	-$60.2K	0.03%	107
2025 Q2	$252K	Sell	6,106 -237	-4%	-$9.17K	0.03%	101
2025 Q1	$244K	Sell	6,343 -93	-1%	-$3.87K	0.03%	109
2024 Q4	$271K	Hold	6,436	–	–	0.03%	107
2024 Q3	$269K	Hold	6,436	–	–	0.03%	106
2024 Q2	$248K	Hold	6,436	–	–	0.03%	104
2024 Q1	$259K	Hold	6,436	–	–	0.03%	96
2023 Q4	$245K	Buy	+6,436	New	+$220K	0.03%	97
2022 Q2	–	Sell	-5,598	Closed	-$213K	–	111
2022 Q1	$213K	Buy	+5,598	New	+$211K	0.03%	109

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

RTD Financial Advisors's ESML Position: Q2 2026 in Review

RTD Financial Advisors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 4,221 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #118 among its holdings. This is a return to the name: RTD Financial Advisors previously reported a position in ESML as recently as Q3 2025.

RTD Financial Advisors first reported a position in ESML in Q1 2022 and has held it in 10 quarters since. The position peaked at $271K in Q4 2024. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

RTD Financial Advisors held 4,221 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $236K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new RTD Financial Advisors position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of RTD Financial Advisors's portfolio in Q2 2026, its #118 holding.
RTD Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 10 quarters since.
RTD Financial Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $271K in Q4 2024.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.