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

WealthShield 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	–	Sell	-36	Closed	-$1.69K	–	446
2026 Q1	$1.69K	Buy	36 +15	+71%	+$728	﹤0.01%	589
2025 Q4	$966	Hold	21	–	–	﹤0.01%	560
2025 Q3	$947	Hold	21	–	–	﹤0.01%	559
2025 Q2	$868	Hold	21	–	–	﹤0.01%	553
2025 Q1	$807	Hold	21	–	–	﹤0.01%	532
2024 Q4	$883	Hold	21	–	–	﹤0.01%	488
2024 Q3	$878	Hold	21	–	–	﹤0.01%	484
2024 Q2	$809	Hold	21	–	–	﹤0.01%	465
2024 Q1	$846	Hold	21	–	–	﹤0.01%	475
2023 Q4	$798	Sell	21 -534	-96%	-$18.2K	﹤0.01%	473
2023 Q3	$18.7K	Sell	555 -222	-29%	-$7.9K	﹤0.01%	416
2023 Q2	$27.6K	Buy	777 +28	+4%	+$948	﹤0.01%	409
2023 Q1	$25.5K	Buy	+749	New	+$26.2K	﹤0.01%	409
2021 Q3	–	Sell	-1,332	Closed	-$54K	–	377
2021 Q2	$54K	Buy	1,332 +364	+38%	+$14.5K	0.01%	464
2021 Q1	$37K	Buy	+968	New	+$36.5K	0.01%	514

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 29.2% 1-Year Est. Return

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

WealthShield Partners's ESML Position: Q2 2026 in Review

WealthShield Partners sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 36 shares — an estimated $1.69K sold.

WealthShield Partners first reported a position in ESML in Q1 2021 and held it in 15 quarters. The position peaked at $54K in Q2 2021. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

WealthShield Partners reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 36 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.69K.
WealthShield Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and held it in 15 quarters.
WealthShield Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $54K in Q2 2021.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.