SG
ESML icon

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

Stanich 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 		$7.57M Buy
135,264
+4,956
+4% +$258K 4.76% 4
2026
Q1 		$6.13M Buy
130,308
+3,964
+3% +$192K 4.67% 4
2025
Q4 		$5.81M Buy
126,344
+3,977
+3% +$181K 4.38% 4
2025
Q3 		$5.52M Buy
122,367
+3,142
+3% +$136K 3.38% 7
2025
Q2 		$5.06M Buy
119,225
+8,571
+8% +$332K 4.54% 3
2025
Q1 		$4.25M Buy
110,654
+8,370
+8% +$348K 3.14% 7
2024
Q4 		$4.3M Buy
+102,284
New +$4.42M 3.21% 6

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

Stanich Group's ESML Position: Q2 2026 in Review

Stanich Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.8% in Q2 2026, buying an estimated $258K and bringing the position to 135,264 shares worth $7.57M. The position accounts for 4.76% of the portfolio, ranked #4.

Stanich Group first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Stanich Group held 135,264 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $7.57M as of Q2 2026.
  • Stanich Group bought 4,956 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $258K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 4.76% of Stanich Group's portfolio in Q2 2026, its #4 holding.
  • Stanich Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.