WAT
ESML icon

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

Wealth Advisory Team’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 		$1.55M Buy
+27,681
New +$1.44M 1.26% 16
2025
Q4 		$1.15M Buy
+25,090
New +$1.14M 1.02% 17
2025
Q2 		$1.07M Buy
+25,986
New +$1.01M 1% 18

Other funds holding ESML

TWIM
TIAA Wealth Investment Management New York $15B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Wealth Advisory Team opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 27,681 shares worth $1.55M. The stake represents 1.26% of the portfolio and ranks #16 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in ESML as recently as Q4 2025.

Wealth Advisory Team first reported a position in ESML in Q2 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Wealth Advisory Team held 27,681 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.55M as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Wealth Advisory Team position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 1.26% of Wealth Advisory Team's portfolio in Q2 2026, its #16 holding.
  • Wealth Advisory Team first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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