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Winter & Associates’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Winter & Associates’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 		$444K Buy
7,940
+1,623
+26% +$84.4K 0.33% 41
2026
Q1 		$302K Buy
6,317
+32
+0.5% +$1.55K 0.26% 63
2025
Q4 		$289K Buy
+6,285
New +$287K 0.27% 65

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

Winter & Associates's ESML Position: Q2 2026 in Review

Winter & Associates increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 26% in Q2 2026, buying an estimated $84.4K and bringing the position to 7,940 shares worth $444K. The position accounts for 0.33% of the portfolio, ranked #41.

Winter & Associates first reported a position in ESML in Q4 2025 and has held it in 3 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Winter & Associates held 7,940 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $444K as of Q2 2026.
  • Winter & Associates bought 1,623 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $84.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.33% of Winter & Associates's portfolio in Q2 2026, its #41 holding.
  • Winter & Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.