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

SNS Financial Group’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 		$1.46M Buy
26,044
+5,986
+30% +$311K 0.03% 252
2026
Q1 		$943K Buy
20,058
+734
+4% +$35.6K 0.08% 89
2025
Q4 		$889K Sell
19,324
-131
-0.7% -$5.97K 0.08% 93
2025
Q3 		$877K Buy
19,455
+54
+0.3% +$2.35K 0.08% 92
2025
Q2 		$802K Buy
19,401
+2,821
+17% +$109K 0.08% 93
2025
Q1 		$637K Sell
16,580
-1,040
-6% -$43.2K 0.06% 106
2024
Q4 		$741K Buy
17,620
+1,696
+11% +$73.3K 0.08% 97
2024
Q3 		$666K Sell
15,924
-457
-3% -$18.4K 0.07% 106
2024
Q2 		$631K Buy
16,381
+1,418
+9% +$54.7K 0.07% 103
2024
Q1 		$603K Sell
14,963
-691
-4% -$26.3K 0.07% 107
2023
Q4 		$595K Buy
15,654
+310
+2% +$10.6K 0.07% 101
2023
Q3 		$518K Buy
15,344
+510
+3% +$18.2K 0.07% 108
2023
Q2 		$527K Sell
14,834
-1,198
-7% -$40.6K 0.07% 105
2023
Q1 		$545K Sell
16,032
-2,333
-13% -$81.5K 0.07% 104
2022
Q4 		$604K Buy
18,365
+480
+3% +$15.9K 0.08% 102
2022
Q3 		$549K Buy
17,885
+880
+5% +$29.7K 0.08% 102
2022
Q2 		$536K Buy
17,005
+394
+2% +$13.6K 0.07% 106
2022
Q1 		$632K Buy
16,611
+91
+0.6% +$3.43K 0.07% 106
2021
Q4 		$666K Buy
16,520
+1,182
+8% +$47.9K 0.07% 118
2021
Q3 		$598K Buy
15,338
+2,202
+17% +$87.1K 0.07% 118
2021
Q2 		$530K Buy
13,136
+172
+1% +$6.84K 0.07% 122
2021
Q1 		$500K Buy
12,964
+4,679
+56% +$176K 0.07% 123
2020
Q4 		$283K Buy
+8,285
New +$255K 0.04% 158

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

SNS Financial Group's ESML Position: Q2 2026 in Review

SNS Financial Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 30% in Q2 2026, buying an estimated $311K and bringing the position to 26,044 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #252.

SNS Financial Group first reported a position in ESML in Q4 2020 and has held it in 23 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • SNS Financial Group held 26,044 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.46M as of Q2 2026.
  • SNS Financial Group bought 5,986 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $311K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of SNS Financial Group's portfolio in Q2 2026, its #252 holding.
  • SNS Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.