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

Urban Financial Advisory Corp’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	–	Sell	-1	Closed	-$39	–	56
2026 Q1	$39	Hold	1	–	–	﹤0.01%	54
2025 Q4	$38	Hold	1	–	–	﹤0.01%	51
2025 Q3	$37	Sell	1 -1,184	-100%	-$51.4K	﹤0.01%	49
2025 Q2	$49K	Sell	1,185 -2,020	-63%	-$78.2K	0.02%	41
2025 Q1	$123K	Buy	3,205 +8	+0.3%	+$333	0.07%	34
2024 Q4	$134K	Buy	3,197 +13	+0.4%	+$562	0.07%	29
2024 Q3	$133K	Buy	+3,184	New	+$128K	0.07%	29

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Urban Financial Advisory Corp's ESML Position: Q2 2026 in Review

Urban Financial Advisory Corp sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 1 share — an estimated $39 sold.

Urban Financial Advisory Corp first reported a position in ESML in Q3 2024 and held it in 7 quarters. The position peaked at $134K in Q4 2024. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Urban Financial Advisory Corp reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Urban Financial Advisory Corp sold 1 iShares ESG Aware MSCI USA Small-Cap ETF share in Q2 2026, an estimated $39.
Urban Financial Advisory Corp first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and held it in 7 quarters.
Urban Financial Advisory Corp's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $134K in Q4 2024.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.