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

Wealthcare Advisory Partners’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	$2.34M	Buy	41,792 +3,997	+11%	+$208K	0.04%	322
2026 Q1	$1.78M	Sell	37,795 -1,883	-5%	-$91.3K	0.03%	387
2025 Q4	$1.82M	Sell	39,678 -2,064	-5%	-$94.1K	0.04%	383
2025 Q3	$1.88M	Buy	41,742 +420	+1%	+$18.2K	0.04%	359
2025 Q2	$1.71M	Buy	41,322 +158	+0.4%	+$6.12K	0.04%	361
2025 Q1	$1.58M	Buy	41,164 +8,522	+26%	+$354K	0.04%	342
2024 Q4	$1.37M	Buy	32,642 +2,148	+7%	+$92.8K	0.04%	349
2024 Q3	$1.28M	Sell	30,494 -6,835	-18%	-$275K	0.04%	362
2024 Q2	$1.44M	Sell	37,329 -6,569	-15%	-$254K	0.04%	297
2024 Q1	$1.77M	Buy	43,898 +757	+2%	+$28.8K	0.06%	253
2023 Q4	$1.64M	Sell	43,141 -5,270	-11%	-$180K	0.07%	229
2023 Q3	$1.63M	Sell	48,411 -3,585	-7%	-$128K	0.07%	202
2023 Q2	$1.85M	Sell	51,996 -884	-2%	-$29.9K	0.08%	192
2023 Q1	$1.8M	Buy	52,880 +10,817	+26%	+$378K	0.08%	193
2022 Q4	$1.38M	Buy	42,063 +6,070	+17%	+$202K	0.07%	219
2022 Q3	$1.1M	Buy	35,993 +11,505	+47%	+$388K	0.06%	221
2022 Q2	$771K	Buy	24,488 +373	+2%	+$12.8K	0.05%	246
2022 Q1	$917K	Buy	24,115 +509	+2%	+$19.2K	0.06%	208
2021 Q4	$952K	Buy	23,606 +4,939	+26%	+$200K	0.06%	206
2021 Q3	$728K	Buy	18,667 +3,881	+26%	+$154K	0.05%	248
2021 Q2	$597K	Buy	14,786 +1,780	+14%	+$70.8K	0.04%	283
2021 Q1	$501K	Sell	13,006 -774	-6%	-$29.2K	0.04%	287
2020 Q4	$470K	Hold	13,780	–	–	0.04%	242
2020 Q3	$365K	Buy	+13,780	New	+$364K	0.04%	249

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Wealthcare Advisory Partners's ESML Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 11% in Q2 2026, buying an estimated $208K and bringing the position to 41,792 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #322.

Wealthcare Advisory Partners first reported a position in ESML in Q3 2020 and has held it in 24 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Wealthcare Advisory Partners held 41,792 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.34M as of Q2 2026.
Wealthcare Advisory Partners bought 3,997 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $208K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #322 holding.
Wealthcare Advisory Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.