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Capitol Family Office’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Capitol Family Office’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 		$33K Buy
590
+1
+0.2% +$52 0.03% 36
2026
Q1 		$27.1K Hold
589
– – 0.03% 37
2025
Q4 		$27.1K Sell
589
-16
-3% -$729 0.03% 37
2025
Q3 		$27.3K Hold
605
– – 0.03% 36
2025
Q2 		$25K Hold
605
– – 0.03% 36
2025
Q1 		$23.2K Buy
+605
New +$25.1K 0.03% 36

Other funds holding ESML

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
HighTower Advisors
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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Capitol Family Office's ESML Position: Q2 2026 in Review

Capitol Family Office increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.17% in Q2 2026, buying an estimated $52 and bringing the position to 590 shares worth $33K. The position accounts for 0.03% of the portfolio, ranked #36.

Capitol Family Office first reported a position in ESML in Q1 2025 and has held it in 6 quarters since. 295 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Capitol Family Office held 590 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $33K as of Q2 2026.
  • Capitol Family Office bought 1 iShares ESG Aware MSCI USA Small-Cap ETF share in Q2 2026, an estimated $52.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Capitol Family Office's portfolio in Q2 2026, its #36 holding.
  • Capitol Family Office first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.