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

SWS Partners’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 		$215K Buy
+3,850
New +$200K 0.05% 106
2024
Q4 		– Sell
-7,730
Closed -$323K – 120
2024
Q3 		$323K Buy
7,730
+476
+7% +$19.1K 0.1% 107
2024
Q2 		$279K Sell
7,254
-296
-4% -$11.4K 0.08% 107
2024
Q1 		$304K Buy
7,550
+874
+13% +$33.3K 0.09% 107
2023
Q4 		$254K Buy
6,676
+169
+3% +$5.77K 0.08% 107
2023
Q3 		$219K Buy
6,507
+100
+2% +$3.56K 0.08% 112
2023
Q2 		$228K Sell
6,407
-244
-4% -$8.26K 0.08% 109
2023
Q1 		$226K Buy
+6,651
New +$232K 0.08% 113

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

SWS Partners's ESML Position: Q2 2026 in Review

SWS Partners opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,850 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings. This is a return to the name: SWS Partners previously reported a position in ESML as recently as Q3 2024.

SWS Partners first reported a position in ESML in Q1 2023 and has held it in 8 quarters since. The position peaked at $323K in Q3 2024. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • SWS Partners held 3,850 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $215K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new SWS Partners position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of SWS Partners's portfolio in Q2 2026, its #106 holding.
  • SWS Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and has held it in 8 quarters since.
  • SWS Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $323K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.