Birch Hill Investment Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Birch Hill Investment Advisors’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	$879K	Buy	15,722 +1,600	+11%	+$83.2K	0.04%	122
2026 Q1	$664K	Hold	14,122	–	–	0.03%	131
2025 Q4	$649K	Sell	14,122 -3,400	-19%	-$155K	0.03%	134
2025 Q3	$790K	Sell	17,522 -1,025	-6%	-$44.5K	0.03%	125
2025 Q2	$767K	Buy	18,547 +6,626	+56%	+$256K	0.03%	123
2025 Q1	$458K	Buy	11,921 +2,530	+27%	+$105K	0.02%	143
2024 Q4	$395K	Buy	9,391 +2,321	+33%	+$100K	0.02%	150
2024 Q3	$296K	Buy	7,070 +490	+7%	+$19.7K	0.01%	157
2024 Q2	$253K	Buy	6,580 +985	+18%	+$38K	0.01%	158
2024 Q1	$225K	Buy	+5,595	New	+$213K	0.01%	162

Other funds holding ESML

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Birch Hill Investment Advisors's ESML Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 11% in Q2 2026, buying an estimated $83.2K and bringing the position to 15,722 shares worth $879K. The position accounts for 0.04% of the portfolio, ranked #122.

Birch Hill Investment Advisors first reported a position in ESML in Q1 2024 and has held it in 10 quarters since. 315 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Birch Hill Investment Advisors held 15,722 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $879K as of Q2 2026.
Birch Hill Investment Advisors bought 1,600 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $83.2K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #122 holding.
Birch Hill Investment Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
315 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.