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Sawyer & Company’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Sawyer & Company’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 		$18.2K Hold
325
– – 0.01% 145
2026
Q1 		$15.3K Buy
+325
New +$15.8K 0.01% 140
2025
Q3 		– Sell
-325
Closed -$18.2K – 195
2025
Q2 		$18.2K Buy
+325
New +$12.6K 0.01% 145

Other funds holding ESML

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WA
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
B
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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Sawyer & Company's ESML Position: Q2 2026 in Review

Sawyer & Company held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 325 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #145.

Sawyer & Company first reported a position in ESML in Q2 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Sawyer & Company held 325 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $18.2K as of Q2 2026.
  • Sawyer & Company 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 Sawyer & Company's portfolio in Q2 2026, its #145 holding.
  • Sawyer & Company first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.