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

Turner Financial Group’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 		$460K Buy
+8,232
New +$428K 0.46% 49

Other funds holding ESML

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Turner Financial Group's ESML Position: Q2 2026 in Review

Turner Financial Group opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 8,232 shares worth $460K. The stake represents 0.46% of the portfolio and ranks #49 among its holdings.

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

  • Turner Financial Group held 8,232 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $460K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Turner Financial Group position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.46% of Turner Financial Group's portfolio in Q2 2026, its #49 holding.
  • 461 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Turner Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.