Security National Bank’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-411
Closed -$19.3K 409
2026
Q1
$19.3K Buy
+411
New +$19.9K ﹤0.01% 293

Other funds holding ESML

Security National Bank's ESML Position: Q2 2026 in Review

Security National Bank sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 411 shares — an estimated $19.3K sold.

Security National Bank first reported a position in ESML in Q1 2026 and held it in 1 quarter. The position peaked at $19.3K in Q1 2026. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Security National Bank reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Security National Bank sold 411 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $19.3K.
  • Security National Bank first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Security National Bank's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $19.3K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.