SWA
ESML icon

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

Sax Wealth 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 		$891K Buy
18,950
+3,362
+22% +$175K 0.04% 249
2026
Q1 		$717K Hold
15,588
– – 0.03% 234
2025
Q4 		$717K Sell
15,588
-43
-0.3% -$1.96K 0.03% 239
2025
Q3 		$705K Buy
15,631
+344
+2% +$14.9K 0.04% 222
2025
Q2 		$632K Sell
15,287
-2,144
-12% -$83K 0.04% 226
2025
Q1 		$670K Sell
17,431
-82
-0.5% -$3.41K 0.05% 183
2024
Q4 		$736K Buy
17,513
+155
+0.9% +$6.7K 0.06% 154
2024
Q3 		$726K Buy
17,358
+293
+2% +$11.8K 0.06% 119
2024
Q2 		$657K Buy
17,065
+6,786
+66% +$262K 0.06% 120
2024
Q1 		$414K Buy
10,279
+270
+3% +$10.3K 0.05% 129
2023
Q4 		$380K Sell
10,009
-150
-1% -$5.12K 0.06% 135
2023
Q3 		$342K Hold
10,159
– – 0.07% 134
2023
Q2 		$361K Hold
10,159
– – 0.07% 134
2023
Q1 		$345K Hold
10,159
– – 0.08% 132
2022
Q4 		$334K Hold
10,159
– – 0.08% 128
2022
Q3 		$312K Buy
10,159
+999
+11% +$33.7K 0.08% 124
2022
Q2 		$289K Hold
9,160
– – 0.07% 136
2022
Q1 		$348K Hold
9,160
– – 0.08% 130
2021
Q4 		$369K Hold
9,160
– – 0.08% 133
2021
Q3 		$357K Hold
9,160
– – 0.08% 122
2021
Q2 		$370K Buy
9,160
+1,770
+24% +$70.4K 0.13% 111
2021
Q1 		$285K Buy
+7,390
New +$278K 0.1% 115

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

Sax Wealth Advisors's ESML Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 22% in Q2 2026, buying an estimated $175K and bringing the position to 18,950 shares worth $891K. The position accounts for 0.04% of the portfolio, ranked #249.

Sax Wealth Advisors first reported a position in ESML in Q1 2021 and has held it in 22 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Sax Wealth Advisors held 18,950 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $891K as of Q2 2026.
  • Sax Wealth Advisors bought 3,362 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $175K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #249 holding.
  • Sax Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.