Accredited Investors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.9M | Buy |
302,150
+2,959
| +1% | +$154K | 0.73% | 26 |
|
|
2026
Q1 | $14.1M | Sell |
299,191
-1,757
| -0.6% | -$85.2K | 0.76% | 25 |
|
|
2025
Q4 | $13.8M | Sell |
300,948
-1,161
| -0.4% | -$52.9K | 0.73% | 26 |
|
|
2025
Q3 | $13.6M | Sell |
302,109
-20,602
| -6% | -$895K | 0.76% | 26 |
|
|
2025
Q2 | $13.3M | Sell |
322,711
-29,252
| -8% | -$1.13M | 0.79% | 26 |
|
|
2025
Q1 | $13.5M | Buy |
351,963
+10,581
| +3% | +$440K | 0.84% | 24 |
|
|
2024
Q4 | $14.4M | Sell |
341,382
-3,160
| -0.9% | -$137K | 0.84% | 24 |
|
|
2024
Q3 | $14.4M | Buy |
344,542
+6,259
| +2% | +$252K | 0.82% | 25 |
|
|
2024
Q2 | $13M | Sell |
338,283
-3,903
| -1% | -$151K | 0.81% | 25 |
|
|
2024
Q1 | $13.8M | Sell |
342,186
-5,488
| -2% | -$209K | 0.89% | 25 |
|
|
2023
Q4 | $13.2M | Buy |
347,674
+6,408
| +2% | +$219K | 0.94% | 25 |
|
|
2023
Q3 | $11.5M | Sell |
341,266
-3,416
| -1% | -$122K | 0.86% | 26 |
|
|
2023
Q2 | $12.2M | Sell |
344,682
-66
| -0% | -$2.23K | 0.87% | 23 |
|
|
2023
Q1 | $11.7M | Buy |
344,748
+6,094
| +2% | +$213K | 0.89% | 22 |
|
|
2022
Q4 | $11.1M | Buy |
338,654
+14,482
| +4% | +$481K | 0.94% | 23 |
|
|
2022
Q3 | $9.94M | Buy |
324,172
+27,665
| +9% | +$934K | 1.15% | 23 |
|
|
2022
Q2 | $9.34M | Buy |
296,507
+23,412
| +9% | +$806K | 1.11% | 24 |
|
|
2022
Q1 | $10.4M | Buy |
273,095
+34,995
| +15% | +$1.32M | 0.94% | 24 |
|
|
2021
Q4 | $9.6M | Buy |
238,100
+17,533
| +8% | +$710K | 0.86% | 20 |
|
|
2021
Q3 | $8.6M | Buy |
220,567
+34,255
| +18% | +$1.36M | 0.93% | 19 |
|
|
2021
Q2 | $7.52M | Buy |
186,312
+42,084
| +29% | +$1.67M | 0.77% | 23 |
|
|
2021
Q1 | $5.56M | Buy |
144,228
+18,937
| +15% | +$714K | 0.74% | 23 |
|
|
2020
Q4 | $4.28M | Buy |
125,291
+5,955
| +5% | +$183K | 0.72% | 21 |
|
|
2020
Q3 | $3.17M | Buy |
119,336
+11,481
| +11% | +$304K | 0.66% | 20 |
|
|
2020
Q2 | $2.7M | Buy |
107,855
+14,457
| +15% | +$333K | 0.55% | 24 |
|
|
2020
Q1 | $1.86M | Buy |
93,398
+18,955
| +25% | +$493K | 0.44% | 31 |
|
|
2019
Q4 | $2.15M | Buy |
74,443
+1,818
| +3% | +$50.3K | 0.37% | 37 |
|
|
2019
Q3 | $1.94M | Buy |
72,625
+5,389
| +8% | +$144K | 0.37% | 36 |
|
|
2019
Q2 | $1.81M | Buy |
67,236
+38,019
| +130% | +$1.01M | 0.35% | 36 |
|
|
2019
Q1 | $771K | Buy |
29,217
+11,512
| +65% | +$295K | 0.16% | 62 |
|
|
2018
Q4 | $401K | Buy |
17,705
+1,285
| +8% | +$32.3K | 0.09% | 81 |
|
|
2018
Q3 | $463K | Buy |
16,420
+2,753
| +20% | +$77.4K | 0.11% | 69 |
|
|
2018
Q2 | $372K | Buy |
+13,667
| New | +$364K | 0.1% | 75 |
|
Other funds holding ESML
TWIM
FT
Accredited Investors's ESML Position: Q2 2026 in Review
Accredited Investors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.99% in Q2 2026, buying an estimated $154K and bringing the position to 302,150 shares worth $16.9M. The position accounts for 0.73% of the portfolio, ranked #26.
Accredited Investors first reported a position in ESML in Q2 2018 and has held it in 33 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.
- Accredited Investors held 302,150 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $16.9M as of Q2 2026.
- Accredited Investors bought 2,959 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $154K.
- iShares ESG Aware MSCI USA Small-Cap ETF made up 0.73% of Accredited Investors's portfolio in Q2 2026, its #26 holding.
- Accredited Investors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2018 and has held it in 33 quarters since.
- 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.
Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.