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

Sequoia Financial 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 		$1.89M Sell
33,861
-6,081
-15% -$316K 0.01% 653
2026
Q1 		$1.88M Sell
39,942
-1,962
-5% -$95.2K 0.01% 622
2025
Q4 		$1.93M Sell
41,904
-1,050
-2% -$47.9K 0.01% 585
2025
Q3 		$1.94M Buy
42,954
+32,807
+323% +$1.43M 0.01% 534
2025
Q2 		$419K Sell
10,147
-300
-3% -$11.6K ﹤0.01% 1095
2025
Q1 		$401K Buy
10,447
+100
+1% +$4.16K ﹤0.01% 947
2024
Q4 		$435K Buy
10,347
+590
+6% +$25.5K ﹤0.01% 861
2024
Q3 		$408K Sell
9,757
-280
-3% -$11.3K ﹤0.01% 828
2024
Q2 		$386K Sell
10,037
-845
-8% -$32.6K ﹤0.01% 793
2024
Q1 		$438K Sell
10,882
-39
-0.4% -$1.48K 0.01% 732
2023
Q4 		$415K Buy
+10,921
New +$373K 0.01% 797

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

Sequoia Financial Advisors's ESML Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 15% in Q2 2026, selling an estimated $316K and leaving 33,861 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #653.

Sequoia Financial Advisors first reported a position in ESML in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2025. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Sequoia Financial Advisors held 33,861 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.89M as of Q2 2026.
  • Sequoia Financial Advisors sold 6,081 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $316K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #653 holding.
  • Sequoia Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.94M in Q3 2025.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.