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Weinberger Asset Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Weinberger Asset Management’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 		$469K Buy
8,724
+83
+1% +$4.32K 0.15% 68
2026
Q1 		$406K Buy
8,641
+3,211
+59% +$156K 0.15% 70
2025
Q4 		$250K Buy
+5,430
New +$248K 0.09% 85

Other funds holding ESML

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
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Weinberger Asset Management's ESML Position: Q2 2026 in Review

Weinberger Asset Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.96% in Q2 2026, buying an estimated $4.32K and bringing the position to 8,724 shares worth $469K. The position accounts for 0.15% of the portfolio, ranked #68.

Weinberger Asset Management first reported a position in ESML in Q4 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Weinberger Asset Management held 8,724 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $469K as of Q2 2026.
  • Weinberger Asset Management bought 83 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $4.32K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.15% of Weinberger Asset Management's portfolio in Q2 2026, its #68 holding.
  • Weinberger Asset Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.