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Summit Wealth Group (Colorado)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Summit Wealth Group (Colorado)’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 		$367K Sell
6,557
-149
-2% -$7.75K 0.03% 266
2026
Q1 		$315K Sell
6,706
-39
-0.6% -$1.89K 0.03% 253
2025
Q4 		$310K Buy
+6,745
New +$307K 0.04% 209

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ESML Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.2% in Q2 2026, selling an estimated $7.75K and leaving 6,557 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #266.

Summit Wealth Group (Colorado) first reported a position in ESML in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Summit Wealth Group (Colorado) held 6,557 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $367K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 149 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $7.75K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #266 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.