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

RWA Wealth 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 		$776K Hold
13,871
– – 0.01% 395
2026
Q1 		$652K Hold
13,871
– – 0.01% 410
2025
Q4 		$638K Buy
13,871
+4,357
+46% +$199K 0.01% 401
2025
Q3 		$429K Hold
9,514
– – ﹤0.01% 471
2025
Q2 		$393K Hold
9,514
– – ﹤0.01% 468
2025
Q1 		$365K Sell
9,514
-924
-9% -$38.4K ﹤0.01% 451
2024
Q4 		$439K Buy
10,438
+697
+7% +$30.1K 0.01% 428
2024
Q3 		$407K Hold
9,741
– – 0.01% 430
2024
Q2 		$375K Sell
9,741
-569
-6% -$22K ﹤0.01% 426
2024
Q1 		$415K Sell
10,310
-1,025
-9% -$39K 0.01% 416
2023
Q4 		$431K Buy
+11,335
New +$387K 0.01% 395
2022
Q4 		– Sell
-7,058
Closed -$216K – 262
2022
Q3 		$216K Sell
7,058
-62,890
-90% -$2.12M 0.02% 221
2022
Q2 		$2.2M Sell
69,948
-501
-0.7% -$17.2K 0.15% 89
2022
Q1 		$2.68M Buy
70,449
+1,584
+2% +$59.7K 0.17% 93
2021
Q4 		$2.78M Buy
68,865
+3,174
+5% +$129K 0.19% 93
2021
Q3 		$2.56M Buy
65,691
+1,994
+3% +$78.9K 0.19% 92
2021
Q2 		$2.57M Buy
63,697
+2,354
+4% +$93.6K 0.19% 89
2021
Q1 		$2.36M Buy
61,343
+10,115
+20% +$381K 0.19% 90
2020
Q4 		$1.75M Buy
51,228
+15,756
+44% +$484K 0.16% 93
2020
Q3 		$941K Sell
35,472
-213
-0.6% -$5.63K 0.1% 110
2020
Q2 		$895K Buy
35,685
+961
+3% +$22.2K 0.11% 107
2020
Q1 		$693K Sell
34,724
-9,774
-22% -$254K 0.1% 111
2019
Q4 		$1.29M Buy
44,498
+28,444
+177% +$786K 0.13% 105
2019
Q3 		$429K Buy
+16,054
New +$429K 0.05% 171

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

RWA Wealth Partners's ESML Position: Q2 2026 in Review

RWA Wealth Partners held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 13,871 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #395.

RWA Wealth Partners first reported a position in ESML in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.78M in Q4 2021. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • RWA Wealth Partners held 13,871 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $776K as of Q2 2026.
  • RWA Wealth Partners left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #395 holding.
  • RWA Wealth Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2019 and has held it in 24 quarters since.
  • RWA Wealth Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.78M in Q4 2021.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.