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

Becker Capital 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 		$2.72M Sell
48,716
-1,840
-4% -$95.7K 0.07% 132
2026
Q1 		$2.38M Buy
50,556
+3,075
+6% +$149K 0.07% 130
2025
Q4 		$2.18M Sell
47,481
-2,865
-6% -$131K 0.06% 138
2025
Q3 		$2.27M Buy
50,346
+3,010
+6% +$131K 0.07% 137
2025
Q2 		$1.96M Hold
47,336
– – 0.06% 138
2025
Q1 		$1.82M Hold
47,336
– – 0.06% 140
2024
Q4 		$1.99M Sell
47,336
-6,915
-13% -$299K 0.07% 138
2024
Q3 		$2.27M Sell
54,251
-1,255
-2% -$50.5K 0.07% 134
2024
Q2 		$2.14M Sell
55,506
-1,280
-2% -$49.4K 0.07% 130
2024
Q1 		$2.29M Buy
56,786
+13,110
+30% +$499K 0.08% 125
2023
Q4 		$1.66M Hold
43,676
– – 0.06% 138
2023
Q3 		$1.48M Sell
43,676
-21,625
-33% -$770K 0.06% 138
2023
Q2 		$2.32M Sell
65,301
-14,751
-18% -$499K 0.09% 121
2023
Q1 		$2.72M Buy
+80,052
New +$2.8M 0.11% 115

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Becker Capital Management's ESML Position: Q2 2026 in Review

Becker Capital Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.6% in Q2 2026, selling an estimated $95.7K and leaving 48,716 shares worth $2.72M. The position accounts for 0.07% of the portfolio, ranked #132.

Becker Capital Management first reported a position in ESML in Q1 2023 and has held it in 14 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Becker Capital Management held 48,716 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.72M as of Q2 2026.
  • Becker Capital Management sold 1,840 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $95.7K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of Becker Capital Management's portfolio in Q2 2026, its #132 holding.
  • Becker Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.