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

Summit Financial’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	$350K	Buy	+6,261	New	+$326K	﹤0.01%	1248

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

Summit Financial's ESML Position: Q2 2026 in Review

Summit Financial opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 6,261 shares worth $350K. The stake represents ﹤0.01% of the portfolio and ranks #1248 among its holdings.

475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Summit Financial held 6,261 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $350K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Summit Financial position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1248 holding.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.