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

Brookstone 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 		$1.66M Buy
29,597
+1,526
+5% +$79.4K 0.02% 545
2026
Q1 		$1.32M Buy
28,071
+2,795
+11% +$136K 0.02% 558
2025
Q4 		$1.16M Buy
25,276
+2,395
+10% +$109K 0.01% 596
2025
Q3 		$1.03M Buy
22,881
+1,841
+9% +$80K 0.01% 597
2025
Q2 		$870K Sell
21,040
-1,144
-5% -$44.3K 0.01% 600
2025
Q1 		$852K Sell
22,184
-1,417
-6% -$58.9K 0.01% 592
2024
Q4 		$992K Buy
23,601
+760
+3% +$32.8K 0.01% 534
2024
Q3 		$955K Buy
22,841
+347
+2% +$13.9K 0.01% 528
2024
Q2 		$925K Sell
22,494
-4
-0% -$154 0.02% 515
2024
Q1 		$906K Sell
22,498
-975
-4% -$37.1K 0.02% 512
2023
Q4 		$892K Sell
23,473
-1,887
-7% -$64.4K 0.02% 484
2023
Q3 		$816K Sell
25,360
-427
-2% -$15.2K 0.02% 474
2023
Q2 		$907K Sell
25,787
-281
-1% -$9.51K 0.02% 453
2023
Q1 		$886K Sell
26,068
-2,187
-8% -$76.4K 0.02% 476
2022
Q4 		$952K Sell
28,255
-3,312
-10% -$110K 0.02% 437
2022
Q3 		$982K Sell
31,567
-13,008
-29% -$439K 0.02% 402
2022
Q2 		$1.45M Sell
44,575
-4,901
-10% -$169K 0.03% 342
2022
Q1 		$1.81M Buy
49,476
+625
+1% +$23.6K 0.04% 299
2021
Q4 		$1.93M Buy
48,851
+6,954
+17% +$282K 0.03% 275
2021
Q3 		$1.67M Buy
41,897
+4,369
+12% +$173K 0.03% 288
2021
Q2 		$1.49M Buy
37,528
+17,020
+83% +$677K 0.03% 299
2021
Q1 		$790K Buy
20,508
+8,711
+74% +$328K 0.03% 280
2020
Q4 		$403K Buy
+11,797
New +$363K 0.02% 350

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Brookstone Capital Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.4% in Q2 2026, buying an estimated $79.4K and bringing the position to 29,597 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #545.

Brookstone Capital Management first reported a position in ESML in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.93M in Q4 2021. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Brookstone Capital Management held 29,597 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.66M as of Q2 2026.
  • Brookstone Capital Management bought 1,526 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $79.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #545 holding.
  • Brookstone Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Brookstone Capital Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.93M in Q4 2021.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.