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Steward Partners Investment Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Steward Partners Investment Advisory’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 		$1.91M Sell
34,096
-708
-2% -$36.8K 0.01% 945
2026
Q1 		$1.64M Buy
34,804
+23
+0.1% +$1.12K 0.01% 937
2025
Q4 		$1.6M Buy
34,781
+23,084
+197% +$1.05M 0.01% 877
2025
Q3 		$527K Sell
11,697
-415
-3% -$18K ﹤0.01% 1343
2025
Q2 		$501K Buy
12,112
+2,955
+32% +$114K ﹤0.01% 1299
2025
Q1 		$352K Buy
9,157
+324
+4% +$13.5K ﹤0.01% 1364
2024
Q4 		$371K Buy
8,833
+956
+12% +$41.3K ﹤0.01% 1300
2024
Q3 		$329K Buy
7,877
+107
+1% +$4.3K ﹤0.01% 1290
2024
Q2 		$299K Sell
7,770
-661
-8% -$25.5K ﹤0.01% 1275
2024
Q1 		$340K Buy
8,431
+583
+7% +$22.2K ﹤0.01% 1213
2023
Q4 		$298K Sell
7,848
-8,664
-52% -$296K ﹤0.01% 1219
2023
Q3 		$556K Sell
16,512
-7,744
-32% -$276K 0.01% 888
2023
Q2 		$862K Sell
24,256
-25,206
-51% -$853K 0.01% 736
2023
Q1 		$1.68M Sell
49,462
-3,970
-7% -$139K 0.03% 516
2022
Q4 		$1.76M Buy
53,432
+3,432
+7% +$114K 0.03% 487
2022
Q3 		$1.53M Buy
50,000
+238
+0.5% +$8.03K 0.03% 508
2022
Q2 		$1.57M Sell
49,762
-1,362
-3% -$46.9K 0.03% 504
2022
Q1 		$1.95M Buy
51,124
+27,990
+121% +$1.05M 0.03% 481
2021
Q4 		$933K Buy
23,134
+395
+2% +$16K 0.01% 723
2021
Q3 		$887K Buy
22,739
+8,120
+56% +$321K 0.02% 702
2021
Q2 		$590K Buy
14,619
+7,889
+117% +$314K 0.01% 875
2021
Q1 		$259K Buy
6,730
+3,658
+119% +$138K ﹤0.01% 1169
2020
Q4 		$105K Sell
3,072
-838
-21% -$25.8K ﹤0.01% 1339
2020
Q3 		$104K Buy
3,910
+115
+3% +$3.04K ﹤0.01% 1207
2020
Q2 		$95K Buy
3,795
+1,124
+42% +$25.9K ﹤0.01% 1176
2020
Q1 		$53K Buy
2,671
+1,736
+186% +$45.2K ﹤0.01% 1234
2019
Q4 		$27K Hold
935
– – ﹤0.01% 1662
2019
Q3 		$24K Buy
+935
New +$25K ﹤0.01% 1659

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

Steward Partners Investment Advisory's ESML Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2% in Q2 2026, selling an estimated $36.8K and leaving 34,096 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #945.

Steward Partners Investment Advisory first reported a position in ESML in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.95M in Q1 2022. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Steward Partners Investment Advisory held 34,096 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.91M as of Q2 2026.
  • Steward Partners Investment Advisory sold 708 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $36.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #945 holding.
  • Steward Partners Investment Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.95M in Q1 2022.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.