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

Walkner Condon 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 		$762K Sell
13,627
-78
-0.6% -$4.06K 0.09% 152
2026
Q1 		$644K Buy
13,705
+715
+6% +$34.7K 0.08% 149
2025
Q4 		$597K Sell
12,990
-3
-0% -$137 0.08% 156
2025
Q3 		$586K Sell
12,993
-3
-0% -$130 0.09% 151
2025
Q2 		$537K Sell
12,996
-1,092
-8% -$42.3K 0.1% 151
2025
Q1 		$541K Sell
14,088
-968
-6% -$40.2K 0.11% 145
2024
Q4 		$633K Hold
15,056
– – 0.13% 134
2024
Q3 		$630K Sell
15,056
-506
-3% -$20.3K 0.13% 132
2024
Q2 		$599K Sell
15,562
-475
-3% -$18.3K 0.13% 127
2024
Q1 		$646K Sell
16,037
-755
-4% -$28.7K 0.14% 129
2023
Q4 		$638K Buy
16,792
+1,067
+7% +$36.4K 0.15% 126
2023
Q3 		$529K Sell
15,725
-130
-0.8% -$4.63K 0.14% 129
2023
Q2 		$563K Buy
15,855
+60
+0.4% +$2.03K 0.15% 118
2023
Q1 		$537K Sell
15,795
-267
-2% -$9.32K 0.15% 121
2022
Q4 		$528K Buy
16,062
+125
+0.8% +$4.15K 0.16% 117
2022
Q3 		$489K Buy
15,937
+137
+0.9% +$4.62K 0.16% 118
2022
Q2 		$498K Buy
15,800
+396
+3% +$13.6K 0.16% 118
2022
Q1 		$586K Buy
15,404
+415
+3% +$15.6K 0.17% 112
2021
Q4 		$604K Buy
+14,989
New +$607K 0.39% 62
2021
Q3 		– Sell
-16,800
Closed -$678K – 153
2021
Q2 		$678K Buy
16,800
+348
+2% +$13.8K 0.25% 71
2021
Q1 		$634K Buy
16,452
+993
+6% +$37.4K 0.25% 82
2020
Q4 		$528K Buy
15,459
+1,869
+14% +$57.5K 0.23% 79
2020
Q3 		$360K Buy
+13,590
New +$359K 0.19% 86

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

Walkner Condon Financial Advisors's ESML Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.57% in Q2 2026, selling an estimated $4.06K and leaving 13,627 shares worth $762K. The position accounts for 0.09% of the portfolio, ranked #152.

Walkner Condon Financial Advisors first reported a position in ESML in Q3 2020 and has held it in 23 quarters since. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Walkner Condon Financial Advisors held 13,627 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $762K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 78 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $4.06K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.09% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #152 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.