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

Capital Analysts LLC’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 		$362K Sell
6,473
-351
-5% -$18.3K 0.01% 559
2026
Q1 		$321K Buy
6,824
+887
+15% +$43K 0.01% 542
2025
Q4 		$273K Buy
5,937
+43
+0.7% +$1.96K 0.01% 557
2025
Q3 		$266K Buy
5,894
+73
+1% +$3.17K 0.01% 546
2025
Q2 		$240K Sell
5,821
-908
-13% -$35.1K 0.01% 517
2025
Q1 		$258K Sell
6,729
-1,393
-17% -$57.9K 0.01% 483
2024
Q4 		$342K Sell
8,122
-7
-0.1% -$303 0.01% 392
2024
Q3 		$340K Buy
8,129
+38
+0.5% +$1.53K 0.01% 381
2024
Q2 		$312K Buy
8,091
+687
+9% +$26.5K 0.01% 386
2024
Q1 		$298K Sell
7,404
-96
-1% -$3.65K 0.01% 378
2023
Q4 		$285K Sell
7,500
-810
-10% -$27.6K 0.01% 375
2023
Q3 		$280K Sell
8,310
-1,128
-12% -$40.2K 0.02% 354
2023
Q2 		$335K Buy
9,438
+22
+0.2% +$745 0.02% 334
2023
Q1 		$320K Sell
9,416
-604
-6% -$21.1K 0.02% 334
2022
Q4 		$329K Buy
10,020
+1,852
+23% +$61.5K 0.02% 343
2022
Q3 		$251K Buy
8,168
+2,494
+44% +$84.2K 0.02% 336
2022
Q2 		$179K Buy
5,674
+1,254
+28% +$43.2K 0.01% 356
2022
Q1 		$168K Buy
4,420
+285
+7% +$10.7K 0.01% 359
2021
Q4 		$167K Buy
4,135
+84
+2% +$3.4K 0.01% 363
2021
Q3 		$158K Sell
4,051
-96
-2% -$3.8K 0.01% 375
2021
Q2 		$167K Buy
4,147
+2,691
+185% +$107K 0.01% 362
2021
Q1 		$56K Buy
1,456
+565
+63% +$21.3K ﹤0.01% 566
2020
Q4 		$30K Buy
891
+452
+103% +$13.9K ﹤0.01% 467
2020
Q3 		$12K Buy
439
+128
+41% +$3.38K ﹤0.01% 567
2020
Q2 		$8K Buy
311
+1
+0.3% +$23 ﹤0.01% 566
2020
Q1 		$6K Buy
+310
New +$8.07K ﹤0.01% 566

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

Capital Analysts LLC's ESML Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.1% in Q2 2026, selling an estimated $18.3K and leaving 6,473 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #559.

Capital Analysts LLC first reported a position in ESML in Q1 2020 and has held it in 26 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Capital Analysts LLC held 6,473 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $362K as of Q2 2026.
  • Capital Analysts LLC sold 351 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $18.3K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #559 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.