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

United Capital Financial Advisors’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 		$410K Sell
7,324
-182
-2% -$9.46K ﹤0.01% 1223
2026
Q1 		$353K Sell
7,506
-4,005
-35% -$194K ﹤0.01% 1249
2025
Q4 		$529K Buy
11,511
+27
+0.2% +$1.23K ﹤0.01% 940
2025
Q3 		$518K Buy
11,484
+15
+0.1% +$652 ﹤0.01% 847
2025
Q2 		$474K Sell
11,469
-1,282
-10% -$49.6K ﹤0.01% 799
2025
Q1 		$490K Buy
12,751
+16
+0.1% +$665 ﹤0.01% 750
2024
Q4 		$536K Buy
12,735
+5,775
+83% +$250K ﹤0.01% 719
2024
Q3 		$291K Sell
6,960
-701
-9% -$28.2K ﹤0.01% 886
2024
Q2 		$295K Buy
7,661
+156
+2% +$6.02K ﹤0.01% 861
2024
Q1 		$302K Sell
7,505
-183
-2% -$6.96K ﹤0.01% 873
2023
Q4 		$292K Buy
7,688
+40
+0.5% +$1.36K ﹤0.01% 882
2023
Q3 		$257K Sell
7,648
-143
-2% -$5.09K ﹤0.01% 756
2023
Q2 		$277K Sell
7,791
-1,083
-12% -$36.7K ﹤0.01% 782
2023
Q1 		$302K Buy
8,874
+357
+4% +$12.5K ﹤0.01% 826
2022
Q4 		$280K Buy
8,517
+1,839
+28% +$61.1K ﹤0.01% 898
2022
Q3 		$205K Buy
+6,678
New +$225K ﹤0.01% 1020

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

United Capital Financial Advisors's ESML Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.4% in Q2 2026, selling an estimated $9.46K and leaving 7,324 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

United Capital Financial Advisors first reported a position in ESML in Q3 2022 and has held it in 16 quarters since. The position peaked at $536K in Q4 2024. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • United Capital Financial Advisors held 7,324 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $410K as of Q2 2026.
  • United Capital Financial Advisors sold 182 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $9.46K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1223 holding.
  • United Capital Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • United Capital Financial Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $536K in Q4 2024.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.