Your Advocates Ltd’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Your Advocates Ltd’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	$52.6K	Buy	941 +1	+0.1%	+$52	0.02%	65
2026 Q1	$44.2K	Buy	940 +468	+99%	+$22.7K	0.01%	68
2025 Q4	$21.7K	Sell	472 -488	-51%	-$22.2K	0.01%	96
2025 Q3	$43.3K	Buy	960 +70	+8%	+$3.04K	0.01%	69
2025 Q2	$36.8K	Buy	890 +1	+0.1%	+$39	0.01%	67
2025 Q1	$34.2K	Hold	889	–	–	0.01%	68
2024 Q4	$37.4K	Hold	889	–	–	0.01%	61
2024 Q3	$37.2K	Hold	889	–	–	0.01%	63
2024 Q2	$34.2K	Buy	889 +1	+0.1%	+$39	0.01%	70
2024 Q1	$35.8K	Hold	888	–	–	0.02%	68
2023 Q4	$33.8K	Hold	888	–	–	0.01%	66
2023 Q3	$29.9K	Hold	888	–	–	0.02%	69
2023 Q2	$31.5K	Sell	888 -74	-8%	-$2.5K	0.02%	73
2023 Q1	$32.7K	Hold	962	–	–	0.02%	58
2022 Q4	$31.6K	Buy	962 +450	+88%	+$14.9K	0.02%	60
2022 Q3	$16K	Buy	512 +1	+0.2%	+$34	0.01%	69
2022 Q2	$16K	Sell	511 -204	-29%	-$7.02K	0.01%	77
2022 Q1	$27K	Buy	+715	New	+$26.9K	0.02%	58

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

Your Advocates Ltd's ESML Position: Q2 2026 in Review

Your Advocates Ltd increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.11% in Q2 2026, buying an estimated $52 and bringing the position to 941 shares worth $52.6K. The position accounts for 0.02% of the portfolio, ranked #65.

Your Advocates Ltd first reported a position in ESML in Q1 2022 and has held it in 18 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Your Advocates Ltd held 941 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $52.6K as of Q2 2026.
Your Advocates Ltd bought 1 iShares ESG Aware MSCI USA Small-Cap ETF share in Q2 2026, an estimated $52.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Your Advocates Ltd's portfolio in Q2 2026, its #65 holding.
Your Advocates Ltd first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.