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

Stewardship 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	$324K	Sell	5,792 -99	-2%	-$5.15K	0.07%	133
2026 Q1	$277K	Buy	5,891 +67	+1%	+$3.25K	0.06%	127
2025 Q4	$268K	Buy	5,824 +13	+0.2%	+$593	0.06%	125
2025 Q3	$262K	Sell	5,811 -58	-1%	-$2.52K	0.06%	129
2025 Q2	$243K	Buy	5,869 +35	+0.6%	+$1.35K	0.06%	129
2025 Q1	$224K	Sell	5,834 -37,982	-87%	-$1.58M	0.06%	131
2024 Q4	$1.84M	Sell	43,816 -21,641	-33%	-$935K	0.51%	33
2024 Q3	$2.74M	Buy	65,457 +3,176	+5%	+$128K	0.77%	31
2024 Q2	$2.4M	Buy	62,281 +4,908	+9%	+$189K	0.79%	27
2024 Q1	$2.31M	Buy	57,373 +924	+2%	+$35.2K	0.79%	30
2023 Q4	$2.15M	Sell	56,449 -10	-0%	-$341	0.77%	27
2023 Q3	$1.9M	Sell	56,459 -4,979	-8%	-$177K	0.74%	29
2023 Q2	$2.18M	Sell	61,438 -5,993	-9%	-$203K	0.82%	28
2023 Q1	$2.29M	Sell	67,431 -8,904	-12%	-$311K	0.88%	26
2022 Q4	$2.51M	Sell	76,335 -818	-1%	-$27.2K	1.01%	26
2022 Q3	$2.37M	Buy	77,153 +2,437	+3%	+$82.2K	1.02%	25
2022 Q2	$2.35M	Sell	74,716 -1,312	-2%	-$45.1K	0.99%	25
2022 Q1	$2.89M	Buy	76,028 +10,195	+15%	+$384K	1.07%	25
2021 Q4	$2.65M	Buy	65,833 +1,843	+3%	+$74.6K	0.95%	29
2021 Q3	$2.5M	Buy	63,990 +12,757	+25%	+$505K	0.94%	28
2021 Q2	$2.07M	Buy	51,233 +14,595	+40%	+$580K	0.77%	35
2021 Q1	$1.41M	Buy	36,638 +795	+2%	+$30K	0.56%	31
2020 Q4	$1.22M	Buy	35,843 +1,068	+3%	+$32.8K	0.5%	33
2020 Q3	$1M	Sell	34,775 -4,768	-12%	-$126K	0.5%	24
2020 Q2	$991K	Sell	39,543 -8,775	-18%	-$202K	0.55%	25
2020 Q1	$964K	Sell	48,318 -15,696	-25%	-$409K	0.63%	26
2019 Q4	$1.85M	Buy	+64,014	New	+$1.77M	1.16%	28

Other funds holding ESML

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Stewardship Advisors's ESML Position: Q2 2026 in Review

Stewardship Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.7% in Q2 2026, selling an estimated $5.15K and leaving 5,792 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #133.

Stewardship Advisors first reported a position in ESML in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.89M in Q1 2022. 219 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Stewardship Advisors held 5,792 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $324K as of Q2 2026.
Stewardship Advisors sold 99 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $5.15K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of Stewardship Advisors's portfolio in Q2 2026, its #133 holding.
Stewardship Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Stewardship Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.89M in Q1 2022.
219 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.