WA
ESML icon

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

Waverly 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 		$1.65M Sell
29,579
-335
-1% -$17.4K 0.01% 743
2026
Q1 		$1.41M Sell
29,914
-370
-1% -$17.9K 0.01% 727
2025
Q4 		$1.39M Sell
30,284
-1,568
-5% -$71.5K 0.01% 669
2025
Q3 		$1.44M Sell
31,852
-1,031
-3% -$44.8K 0.01% 563
2025
Q2 		$1.36M Sell
32,883
-683
-2% -$26.4K 0.01% 556
2025
Q1 		$1.29M Sell
33,566
-2,315
-6% -$96.2K 0.02% 560
2024
Q4 		$1.51M Sell
35,881
-22,536
-39% -$974K 0.02% 440
2024
Q3 		$2.44M Sell
58,417
-5,076
-8% -$204K 0.05% 298
2024
Q2 		$2.44M Sell
63,493
-25,856
-29% -$998K 0.05% 281
2024
Q1 		$3.6M Buy
+89,349
New +$3.4M 0.08% 182

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

Waverly Advisors's ESML Position: Q2 2026 in Review

Waverly Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.1% in Q2 2026, selling an estimated $17.4K and leaving 29,579 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #743.

Waverly Advisors first reported a position in ESML in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.6M in Q1 2024. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Waverly Advisors held 29,579 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.65M as of Q2 2026.
  • Waverly Advisors sold 335 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $17.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #743 holding.
  • Waverly Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Waverly Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $3.6M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.