Werba Rubin Papier Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Werba Rubin Papier Wealth 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	$347K	Sell	6,210 -407	-6%	-$21.2K	0.04%	195
2026 Q1	$311K	Buy	6,617 +2,257	+52%	+$109K	0.04%	189
2025 Q4	$200K	Sell	4,360 -607	-12%	-$27.7K	0.05%	226
2025 Q3	$224K	Buy	4,967 +72	+1%	+$3.13K	0.04%	218
2025 Q2	$202K	Buy	+4,895	New	+$189K	0.04%	220
2025 Q1	–	Sell	-4,784	Closed	-$201K	–	197
2024 Q4	$201K	Buy	+4,784	New	+$207K	0.05%	182

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

Werba Rubin Papier Wealth Management's ESML Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 6.2% in Q2 2026, selling an estimated $21.2K and leaving 6,210 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #195.

Werba Rubin Papier Wealth Management first reported a position in ESML in Q4 2024 and has held it in 6 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Werba Rubin Papier Wealth Management held 6,210 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $347K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 407 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $21.2K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #195 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.