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

Western 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	$368K	Sell	6,587 -1,498	-19%	-$77.9K	0.01%	761
2026 Q1	$380K	Buy	8,085 +170	+2%	+$8.25K	0.01%	717
2025 Q4	$364K	Buy	7,915 +341	+5%	+$15.5K	0.02%	604
2025 Q3	$341K	Sell	7,574 -2	-0%	-$87	0.02%	556
2025 Q2	$313K	Buy	+7,576	New	+$293K	0.02%	543

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 29.18% 1-Year Est. Return

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

Western Wealth Management's ESML Position: Q2 2026 in Review

Western Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 19% in Q2 2026, selling an estimated $77.9K and leaving 6,587 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #761.

Western Wealth Management first reported a position in ESML in Q2 2025 and has held it in 5 quarters since. The position peaked at $380K in Q1 2026. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Western Wealth Management held 6,587 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $368K as of Q2 2026.
Western Wealth Management sold 1,498 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $77.9K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #761 holding.
Western Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Western Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $380K in Q1 2026.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.