VSM Wealth Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

VSM Wealth Advisory’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	$99K	Buy	1,770 +3	+0.2%	+$156	0.03%	162
2026 Q1	$83.1K	Buy	1,767 +3	+0.2%	+$146	0.02%	169
2025 Q4	$81.1K	Buy	1,764 +4	+0.2%	+$182	0.02%	158
2025 Q3	$79.3K	Buy	1,760 +6	+0.3%	+$261	0.02%	155
2025 Q2	$72.5K	Buy	1,754 +5	+0.3%	+$194	0.02%	174
2025 Q1	$67.2K	Buy	1,749 +58	+3%	+$2.41K	0.02%	167
2024 Q4	$71.1K	Buy	+1,691	New	+$73.1K	0.03%	163

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

VSM Wealth Advisory's ESML Position: Q2 2026 in Review

VSM Wealth Advisory increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.17% in Q2 2026, buying an estimated $156 and bringing the position to 1,770 shares worth $99K. The position accounts for 0.03% of the portfolio, ranked #162.

VSM Wealth Advisory first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

VSM Wealth Advisory held 1,770 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $99K as of Q2 2026.
VSM Wealth Advisory bought 3 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $156.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #162 holding.
VSM Wealth Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.