Valmark Advisers’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Valmark Advisers’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	$327K	Hold	5,842	–	–	﹤0.01%	601
2026 Q1	$275K	Buy	5,842 +465	+9%	+$22.6K	﹤0.01%	598
2025 Q4	$247K	Hold	5,377	–	–	﹤0.01%	594
2025 Q3	$242K	Hold	5,377	–	–	﹤0.01%	606
2025 Q2	$222K	Buy	+5,377	New	+$208K	﹤0.01%	613

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 29.18% 1-Year Est. Return

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

Valmark Advisers's ESML Position: Q2 2026 in Review

Valmark Advisers held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 5,842 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Valmark Advisers first reported a position in ESML in Q2 2025 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Valmark Advisers held 5,842 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $327K as of Q2 2026.
Valmark Advisers left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #601 holding.
Valmark Advisers first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.