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Allodium Investment Consultants’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Allodium Investment Consultants’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 		$735K Sell
13,141
-429
-3% -$22.3K 0.31% 38
2026
Q1 		$638K Buy
+13,570
New +$658K 0.31% 36

Other funds holding ESML

TWIM
TIAA Wealth Investment Management New York $15B AUM
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Allodium Investment Consultants's ESML Position: Q2 2026 in Review

Allodium Investment Consultants reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.2% in Q2 2026, selling an estimated $22.3K and leaving 13,141 shares worth $735K. The position accounts for 0.31% of the portfolio, ranked #38.

Allodium Investment Consultants first reported a position in ESML in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Allodium Investment Consultants held 13,141 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $735K as of Q2 2026.
  • Allodium Investment Consultants sold 429 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $22.3K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.31% of Allodium Investment Consultants's portfolio in Q2 2026, its #38 holding.
  • Allodium Investment Consultants first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.