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Wescott Financial Advisory Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Wescott Financial Advisory Group’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 		$2.7M Sell
48,327
-595
-1% -$30.9K 0.21% 57
2026
Q1 		$2.3M Sell
48,922
-367
-0.7% -$17.8K 0.2% 59
2025
Q4 		$2.27M Buy
49,289
+470
+1% +$21.4K 0.2% 63
2025
Q3 		$2.2M Buy
48,819
+6,907
+16% +$300K 0.2% 59
2025
Q2 		$1.73M Buy
41,912
+1,308
+3% +$50.6K 0.17% 64
2025
Q1 		$1.56M Buy
40,604
+1,023
+3% +$42.5K 0.16% 64
2024
Q4 		$1.66M Buy
39,581
+51
+0.1% +$2.2K 0.17% 63
2024
Q3 		$1.65M Buy
39,530
+285
+0.7% +$11.5K 0.18% 65
2024
Q2 		$1.51M Buy
39,245
+1,448
+4% +$55.9K 0.18% 66
2024
Q1 		$1.52M Buy
37,797
+1,516
+4% +$57.7K 0.19% 62
2023
Q4 		$1.38M Buy
36,281
+930
+3% +$31.7K 0.19% 62
2023
Q3 		$1.19M Buy
35,351
+1,113
+3% +$39.6K 0.22% 61
2023
Q2 		$1.22M Buy
34,238
+238
+0.7% +$8.06K 0.21% 61
2023
Q1 		$1.16M Buy
34,000
+1,758
+5% +$61.4K 0.25% 57
2022
Q4 		$1.06M Sell
32,242
-152
-0.5% -$5.05K 0.23% 60
2022
Q3 		$994K Buy
32,394
+1,952
+6% +$65.9K 0.28% 52
2022
Q2 		$959K Buy
30,442
+2,818
+10% +$97K 0.26% 55
2022
Q1 		$1.05M Buy
27,624
+3,507
+15% +$132K 0.27% 52
2021
Q4 		$972K Buy
24,117
+8,643
+56% +$350K 0.5% 25
2021
Q3 		$604K Buy
15,474
+293
+2% +$11.6K 0.34% 35
2021
Q2 		$598K Buy
15,181
+3,585
+31% +$143K 0.35% 34
2021
Q1 		$447K Buy
11,596
+391
+3% +$14.7K 0.29% 36
2020
Q4 		$382K Buy
+11,205
New +$345K 0.27% 39

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Wescott Financial Advisory Group's ESML Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.2% in Q2 2026, selling an estimated $30.9K and leaving 48,327 shares worth $2.7M. The position accounts for 0.21% of the portfolio, ranked #57.

Wescott Financial Advisory Group first reported a position in ESML in Q4 2020 and has held it in 23 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Wescott Financial Advisory Group held 48,327 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.7M as of Q2 2026.
  • Wescott Financial Advisory Group sold 595 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $30.9K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.21% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #57 holding.
  • Wescott Financial Advisory Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.