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

Wealth Architects’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 		$15.5M Sell
277,437
-5,704
-2% -$297K 1.23% 22
2026
Q1 		$13.3M Buy
283,141
+3,234
+1% +$157K 1.19% 22
2025
Q4 		$12.9M Buy
279,907
+22,689
+9% +$1.03M 1.16% 22
2025
Q3 		$11.6M Buy
257,218
+9,925
+4% +$431K 1.1% 24
2025
Q2 		$10.2M Buy
247,293
+25,126
+11% +$973K 1.04% 27
2025
Q1 		$8.53M Buy
222,167
+1,908
+0.9% +$79.3K 0.94% 26
2024
Q4 		$9.26M Sell
220,259
-1,888
-0.8% -$81.6K 1.05% 25
2024
Q3 		$9.29M Buy
222,147
+19,664
+10% +$790K 1.05% 25
2024
Q2 		$7.8M Buy
202,483
+48,289
+31% +$1.86M 0.95% 25
2024
Q1 		$6.21M Buy
154,194
+691
+0.5% +$26.3K 0.82% 26
2023
Q4 		$5.83M Buy
153,503
+1,147
+0.8% +$39.2K 0.82% 26
2023
Q3 		$5.13M Buy
152,356
+9,414
+7% +$335K 0.87% 25
2023
Q2 		$5.08M Buy
142,942
+13,178
+10% +$446K 0.84% 25
2023
Q1 		$4.41M Buy
129,764
+2,479
+2% +$86.6K 0.78% 26
2022
Q4 		$4.19M Buy
127,285
+22,519
+21% +$748K 0.79% 25
2022
Q3 		$3.21M Buy
104,766
+20,202
+24% +$682K 0.67% 28
2022
Q2 		$2.66M Buy
84,564
+56,881
+205% +$1.96M 0.52% 32
2022
Q1 		$1.05M Buy
27,683
+2,919
+12% +$110K 0.18% 57
2021
Q4 		$998K Buy
+24,764
New +$1M 0.18% 60

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Wealth Architects's ESML Position: Q2 2026 in Review

Wealth Architects reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2% in Q2 2026, selling an estimated $297K and leaving 277,437 shares worth $15.5M. The position accounts for 1.23% of the portfolio, ranked #22.

Wealth Architects first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Wealth Architects held 277,437 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $15.5M as of Q2 2026.
  • Wealth Architects sold 5,704 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $297K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 1.23% of Wealth Architects's portfolio in Q2 2026, its #22 holding.
  • Wealth Architects first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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