Wealth Enhancement Advisory Services
ESML icon

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

Wealth Enhancement Advisory Services’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 		$4.8M Sell
87,783
-1,216
-1% -$63.2K 0.01% 1036
2026
Q1 		$4.23M Sell
88,999
-60,646
-41% -$2.94M 0.01% 969
2025
Q4 		$7.18M Buy
149,645
+20,510
+16% +$935K 0.01% 842
2025
Q3 		$5.85M Buy
129,135
+4,216
+3% +$183K 0.01% 877
2025
Q2 		$5.31M Sell
124,919
-498
-0.4% -$19.3K 0.01% 867
2025
Q1 		$4.82M Sell
125,417
-14,000
-10% -$582K 0.01% 851
2024
Q4 		$5.86M Buy
139,417
+13,311
+11% +$575K 0.01% 743
2024
Q3 		$5.27M Buy
126,106
+13,413
+12% +$539K 0.01% 704
2024
Q2 		$4.34M Buy
112,693
+2,065
+2% +$79.7K 0.01% 724
2024
Q1 		$4.46M Buy
110,628
+4,324
+4% +$164K 0.01% 698
2023
Q4 		$4.04M Buy
106,304
+36,597
+53% +$1.25M 0.01% 666
2023
Q3 		$2.35M Buy
69,707
+44,444
+176% +$1.58M 0.01% 805
2023
Q2 		$897K Sell
25,263
-129
-0.5% -$4.37K 0.01% 274
2023
Q1 		$863K Buy
25,392
+9,529
+60% +$333K 0.01% 324
2022
Q4 		$563K Buy
15,863
+2,093
+15% +$69.5K 0.01% 266
2022
Q3 		$433K Buy
13,770
+4,386
+47% +$148K 0.01% 282
2022
Q2 		$305K Buy
+9,384
New +$323K ﹤0.01% 300

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 Enhancement Advisory Services's ESML Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.4% in Q2 2026, selling an estimated $63.2K and leaving 87,783 shares worth $4.8M. The position accounts for 0.01% of the portfolio, ranked #1036.

Wealth Enhancement Advisory Services first reported a position in ESML in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.18M in Q4 2025. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Wealth Enhancement Advisory Services held 87,783 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,216 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $63.2K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1036 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $7.18M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.