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Wells Financial Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Wells Financial Advisors’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 		$396K Hold
7,085
– – 3.68% 11
2026
Q1 		$333K Hold
7,085
– – 1.52% 21
2025
Q4 		$326K Hold
7,085
– – 0.62% 27
2025
Q3 		$319K Hold
7,085
– – 0.43% 33
2025
Q2 		$293K Hold
7,085
– – 0.4% 33
2025
Q1 		$272K Buy
7,085
+100
+1% +$4.16K 0.38% 33
2024
Q4 		$294K Buy
6,985
+310
+5% +$13.4K 0.4% 34
2024
Q3 		$279K Hold
6,675
– – 0.38% 33
2024
Q2 		$257K Sell
6,675
-280
-4% -$10.8K 0.17% 46
2024
Q1 		$280K Sell
6,955
-40
-0.6% -$1.52K 0.19% 38
2023
Q4 		$266K Hold
6,995
– – 0.19% 36
2023
Q3 		$235K Hold
6,995
– – 0.18% 35
2023
Q2 		$248K Sell
6,995
-1,428
-17% -$48.3K 0.19% 35
2023
Q1 		$286K Buy
8,423
+300
+4% +$10.5K 0.23% 35
2022
Q4 		$267K Buy
8,123
+3,680
+83% +$122K 0.22% 35
2022
Q3 		$136K Buy
4,443
+3,950
+801% +$133K 0.13% 42
2022
Q2 		$16K Hold
493
– – 0.01% 51
2022
Q1 		$19K Sell
493
-815
-62% -$30.7K 0.02% 53
2021
Q4 		$53K Buy
1,308
+275
+27% +$11.1K 0.04% 48
2021
Q3 		$40K Hold
1,033
– – 0.03% 50
2021
Q2 		$42K Buy
1,033
+539
+109% +$21.4K 0.04% 52
2021
Q1 		$19K Buy
494
+290
+142% +$10.9K 0.02% 56
2020
Q4 		$7K Buy
+204
New +$6.27K 0.01% 57

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Wells Financial Advisors's ESML Position: Q2 2026 in Review

Wells Financial Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 7,085 shares worth $396K. The position accounts for 3.68% of the portfolio, ranked #11.

Wells Financial Advisors first reported a position in ESML in Q4 2020 and has held it in 23 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Wells Financial Advisors held 7,085 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $396K as of Q2 2026.
  • Wells Financial Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 3.68% of Wells Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Wells Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.