Truist Financial
ESML icon

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

Truist 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 		$4.4M Buy
78,608
+3,569
+5% +$186K 0.01% 977
2026
Q1 		$3.53M Sell
75,039
-107,853
-59% -$5.23M ﹤0.01% 1011
2025
Q4 		$8.41M Buy
182,892
+42,501
+30% +$1.94M 0.01% 657
2025
Q3 		$6.33M Buy
140,391
+6,115
+5% +$266K 0.01% 782
2025
Q2 		$5.55M Sell
134,276
-7,587
-5% -$294K 0.01% 808
2025
Q1 		$5.45M Sell
141,863
-27,545
-16% -$1.14M 0.01% 793
2024
Q4 		$7.12M Sell
169,408
-6,841
-4% -$296K 0.01% 687
2024
Q3 		$7.37M Sell
176,249
-1,370
-0.8% -$55.1K 0.01% 686
2024
Q2 		$6.84M Buy
177,619
+3,801
+2% +$147K 0.01% 740
2024
Q1 		$7M Sell
173,818
-7,441
-4% -$283K 0.01% 756
2023
Q4 		$6.89M Buy
181,259
+10,026
+6% +$342K 0.01% 745
2023
Q3 		$5.76M Buy
171,233
+5,250
+3% +$187K 0.01% 791
2023
Q2 		$5.9M Sell
165,983
-20,911
-11% -$708K 0.01% 775
2023
Q1 		$6.35M Buy
186,894
+67,988
+57% +$2.37M 0.01% 742
2022
Q4 		$3.91M Buy
118,906
+7,445
+7% +$247K 0.01% 913
2022
Q3 		$3.42M Buy
111,461
+4,126
+4% +$139K 0.01% 932
2022
Q2 		$3.38M Sell
107,335
-131,001
-55% -$4.51M 0.01% 958
2022
Q1 		$9.07M Buy
238,336
+32,757
+16% +$1.23M 0.01% 672
2021
Q4 		$8.29M Buy
205,579
+154,710
+304% +$6.26M 0.01% 711
2021
Q3 		$1.99M Buy
50,869
+24,969
+96% +$988K ﹤0.01% 1281
2021
Q2 		$1.05M Buy
25,900
+4,679
+22% +$186K ﹤0.01% 1620
2021
Q1 		$818K Buy
21,221
+5,645
+36% +$213K ﹤0.01% 1705
2020
Q4 		$532K Buy
15,576
+512
+3% +$15.7K ﹤0.01% 1816
2020
Q3 		$401K Sell
15,064
-5,779
-28% -$153K ﹤0.01% 1837
2020
Q2 		$523K Buy
20,843
+8,141
+64% +$188K ﹤0.01% 1597
2020
Q1 		$253K Sell
12,702
-19,953
-61% -$519K ﹤0.01% 1967
2019
Q4 		$944K Buy
+32,655
New +$903K ﹤0.01% 1473

Other funds holding ESML

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Truist Financial's ESML Position: Q2 2026 in Review

Truist Financial increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 4.8% in Q2 2026, buying an estimated $186K and bringing the position to 78,608 shares worth $4.4M. The position accounts for 0.01% of the portfolio, ranked #977.

Truist Financial first reported a position in ESML in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.07M in Q1 2022. 313 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Truist Financial held 78,608 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.4M as of Q2 2026.
  • Truist Financial bought 3,569 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $186K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #977 holding.
  • Truist Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $9.07M in Q1 2022.
  • 313 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.