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

Sanctuary 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	$397K	Buy	7,091 +2,731	+63%	+$142K	﹤0.01%	2138
2026 Q1	$205K	Sell	4,360 -3,342	-43%	-$162K	﹤0.01%	2362
2025 Q4	$354K	Buy	7,702 +2,185	+40%	+$99.6K	﹤0.01%	1918
2025 Q3	$249K	Buy	5,517 +625	+13%	+$27.1K	﹤0.01%	2119
2025 Q2	$202K	Buy	+4,892	New	+$189K	﹤0.01%	2179
2025 Q1	–	Sell	-31,500	Closed	-$1.38M	–	2259
2024 Q4	$1.38M	Sell	31,500 -197	-0.6%	-$8.51K	0.01%	1065
2024 Q3	$1.43M	Buy	+31,697	New	+$1.27M	0.01%	1069

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 29.2% 1-Year Est. Return

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

Sanctuary Advisors's ESML Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 63% in Q2 2026, buying an estimated $142K and bringing the position to 7,091 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Sanctuary Advisors first reported a position in ESML in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q3 2024. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Sanctuary Advisors held 7,091 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $397K as of Q2 2026.
Sanctuary Advisors bought 2,731 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $142K.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2138 holding.
Sanctuary Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Sanctuary Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.43M in Q3 2024.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.