Caprock Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Caprock Group’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	–	Sell	-5,710	Closed	-$268K	–	1267
2026 Q1	$268K	Hold	5,710	–	–	0.01%	962
2025 Q4	$263K	Hold	5,710	–	–	0.01%	1039
2025 Q3	$253K	Buy	+5,710	New	+$248K	0.01%	1000
2025 Q1	$219K	Buy	+5,710	New	+$237K	0.01%	979

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Caprock Group's ESML Position: Q2 2026 in Review

Caprock Group sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 5,710 shares — an estimated $268K sold.

Caprock Group first reported a position in ESML in Q1 2025 and held it in 4 quarters. The position peaked at $268K in Q1 2026. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Caprock Group reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Caprock Group sold 5,710 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $268K.
Caprock Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and held it in 4 quarters.
Caprock Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $268K in Q1 2026.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.