Stordahl Capital Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Stordahl Capital Management’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	$1.73M	Hold	30,918	–	–	0.32%	24
2026 Q1	$1.45M	Buy	30,918 +1,802	+6%	+$87.4K	0.3%	25
2025 Q4	$1.34M	Sell	29,116 -5	-0%	-$228	0.28%	26
2025 Q3	$1.31M	Buy	29,121 +223	+0.8%	+$9.69K	0.28%	26
2025 Q2	$1.19M	Buy	28,898 +7,748	+37%	+$300K	0.27%	26
2025 Q1	$812K	Buy	21,150 +6,996	+49%	+$291K	0.19%	28
2024 Q4	$595K	Buy	14,154 +3,468	+32%	+$150K	0.14%	33
2024 Q3	$442K	Hold	10,686	–	–	0.11%	37
2024 Q2	$411K	Buy	10,686 +3,952	+59%	+$153K	0.1%	38
2024 Q1	$271K	Buy	6,734 +38	+0.6%	+$1.45K	0.07%	46
2023 Q4	$255K	Hold	6,696	–	–	0.07%	47
2023 Q3	$225K	Hold	6,696	–	–	0.07%	47
2023 Q2	$238K	Buy	6,696 +90	+1%	+$3.05K	0.07%	48
2023 Q1	$225K	Hold	6,606	–	–	0.07%	49
2022 Q4	$217K	Hold	6,606	–	–	0.07%	47
2022 Q3	$203K	Hold	6,606	–	–	0.07%	48
2022 Q2	$208K	Hold	6,606	–	–	0.08%	49
2022 Q1	$251K	Buy	6,606 +10	+0.2%	+$377	0.09%	46
2021 Q4	$266K	Hold	6,596	–	–	0.1%	43
2021 Q3	$257K	Hold	6,596	–	–	0.1%	43
2021 Q2	$266K	Hold	6,596	–	–	0.11%	41
2021 Q1	$254K	Hold	6,596	–	–	0.11%	40
2020 Q4	$225K	Buy	+6,596	New	+$203K	0.1%	42

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Stordahl Capital Management's ESML Position: Q2 2026 in Review

Stordahl Capital Management held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 30,918 shares worth $1.73M. The position accounts for 0.32% of the portfolio, ranked #24.

Stordahl Capital Management 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.

Stordahl Capital Management held 30,918 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.73M as of Q2 2026.
Stordahl Capital Management left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.32% of Stordahl Capital Management's portfolio in Q2 2026, its #24 holding.
Stordahl Capital Management 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 Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.