UAS
ESML icon

United Asset Strategies’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

United Asset Strategies’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 		$495K Buy
8,852
+2,167
+32% +$113K 0.04% 205
2026
Q1 		$314K Buy
6,685
+154
+2% +$7.47K 0.03% 227
2025
Q4 		$300K Sell
6,531
-275
-4% -$12.5K 0.02% 227
2025
Q3 		$307K Buy
6,806
+4
+0.1% +$174 0.02% 222
2025
Q2 		$281K Buy
6,802
+294
+5% +$11.4K 0.02% 221
2025
Q1 		$250K Buy
6,508
+16
+0.2% +$665 0.02% 221
2024
Q4 		$273K Sell
6,492
-500
-7% -$21.6K 0.03% 208
2024
Q3 		$292K Sell
6,992
-397
-5% -$16K 0.03% 205
2024
Q2 		$284K Sell
7,389
-47
-0.6% -$1.81K 0.03% 197
2024
Q1 		$299K Buy
+7,436
New +$283K 0.03% 203

Other funds holding ESML

TWIM
TIAA Wealth Investment Management New York $15B AUM
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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 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

United Asset Strategies's ESML Position: Q2 2026 in Review

United Asset Strategies increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 32% in Q2 2026, buying an estimated $113K and bringing the position to 8,852 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #205.

United Asset Strategies first reported a position in ESML in Q1 2024 and has held it in 10 quarters since. 378 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • United Asset Strategies held 8,852 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $495K as of Q2 2026.
  • United Asset Strategies bought 2,167 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $113K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of United Asset Strategies's portfolio in Q2 2026, its #205 holding.
  • United Asset Strategies first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.