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

Blue Edge Capital’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 		$1.56M Buy
27,866
+4,694
+20% +$244K 0.19% 67
2026
Q1 		$1.09M Buy
23,172
+249
+1% +$12.1K 0.14% 73
2025
Q4 		$1.05M Sell
22,923
-1,516
-6% -$69.1K 0.14% 73
2025
Q3 		$1.1M Sell
24,439
-6
-0% -$261 0.16% 71
2025
Q2 		$1.01M Sell
24,445
-15,199
-38% -$588K 0.15% 76
2025
Q1 		$1.52M Sell
39,644
-16,065
-29% -$668K 0.24% 64
2024
Q4 		$2.34M Buy
55,709
+752
+1% +$32.5K 0.37% 55
2024
Q3 		$2.3M Sell
54,957
-9,794
-15% -$394K 0.36% 57
2024
Q2 		$2.49M Buy
64,751
+572
+0.9% +$22.1K 0.41% 58
2024
Q1 		$2.58M Buy
64,179
+9,916
+18% +$377K 0.43% 59
2023
Q4 		$2.06M Buy
54,263
+8,940
+20% +$305K 0.39% 58
2023
Q3 		$1.53M Sell
45,323
-17,478
-28% -$622K 0.32% 62
2023
Q2 		$2.23M Sell
62,801
-8,967
-12% -$304K 0.45% 56
2023
Q1 		$2.44M Sell
71,768
-888
-1% -$31K 0.53% 54
2022
Q4 		$2.39M Buy
72,656
+3,953
+6% +$131K 0.54% 51
2022
Q3 		$2.11M Sell
68,703
-5,490
-7% -$185K 0.52% 53
2022
Q2 		$2.34M Sell
74,193
-2,085
-3% -$71.7K 0.54% 53
2022
Q1 		$2.9M Sell
76,278
-10,296
-12% -$388K 0.58% 53
2021
Q4 		$3.49M Buy
86,574
+5,004
+6% +$203K 0.67% 43
2021
Q3 		$3.18M Buy
81,570
+18,287
+29% +$723K 0.66% 44
2021
Q2 		$2.55M Sell
63,283
-5,058
-7% -$201K 0.53% 52
2021
Q1 		$2.63M Buy
68,341
+17,165
+34% +$647K 0.59% 47
2020
Q4 		$1.75M Buy
51,176
+1,438
+3% +$44.2K 0.42% 55
2020
Q3 		$1.32M Buy
49,738
+1,322
+3% +$35K 0.36% 58
2020
Q2 		$1.21M Buy
48,416
+2,671
+6% +$61.6K 0.36% 59
2020
Q1 		$913K Buy
45,745
+17,778
+64% +$463K 0.33% 56
2019
Q4 		$809K Buy
27,967
+13,441
+93% +$372K 0.26% 61
2019
Q3 		$388K Buy
+14,526
New +$388K 0.13% 77

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

Blue Edge Capital's ESML Position: Q2 2026 in Review

Blue Edge Capital increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 20% in Q2 2026, buying an estimated $244K and bringing the position to 27,866 shares worth $1.56M. The position accounts for 0.19% of the portfolio, ranked #67.

Blue Edge Capital first reported a position in ESML in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.49M in Q4 2021. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Blue Edge Capital held 27,866 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.56M as of Q2 2026.
  • Blue Edge Capital bought 4,694 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $244K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.19% of Blue Edge Capital's portfolio in Q2 2026, its #67 holding.
  • Blue Edge Capital first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Blue Edge Capital's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $3.49M in Q4 2021.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.