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

Chicago Partners Investment 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 		$1.97M Sell
36,553
-178
-0.5% -$9.26K 0.04% 370
2026
Q1 		$1.88M Sell
36,731
-43
-0.1% -$2.09K 0.04% 348
2025
Q4 		$1.81M Buy
36,774
+75
+0.2% +$3.42K 0.04% 313
2025
Q3 		$1.69M Buy
36,699
+82
+0.2% +$3.56K 0.04% 312
2025
Q2 		$1.57M Buy
36,617
+276
+0.8% +$10.7K 0.05% 300
2025
Q1 		$1.39M Buy
36,341
+958
+3% +$39.8K 0.05% 297
2024
Q4 		$1.5M Sell
35,383
-216
-0.6% -$9.34K 0.05% 272
2024
Q3 		$1.48M Sell
35,599
-375
-1% -$15.1K 0.05% 264
2024
Q2 		$1.49M Sell
35,974
-907
-2% -$35K 0.06% 259
2024
Q1 		$1.41M Buy
36,881
+124
+0.3% +$4.72K 0.06% 255
2023
Q4 		$1.36M Buy
36,757
+3,436
+10% +$117K 0.06% 255
2023
Q3 		$1.05M Buy
33,321
+4,404
+15% +$157K 0.06% 279
2023
Q2 		$1.06M Buy
28,917
+13,261
+85% +$449K 0.06% 285
2023
Q1 		$529K Buy
15,656
+2,993
+24% +$105K 0.03% 371
2022
Q4 		$469K Buy
12,663
+3
+0% +$100 0.03% 388
2022
Q3 		$421K Buy
12,660
+4,611
+57% +$156K 0.03% 367
2022
Q2 		$280K Buy
8,049
+149
+2% +$5.13K 0.02% 458
2022
Q1 		$261K Sell
7,900
-573
-7% -$21.6K 0.02% 444
2021
Q4 		$315K Hold
8,473
– – 0.02% 429
2021
Q3 		$359K Buy
+8,473
New +$335K 0.03% 407

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

Chicago Partners Investment Group's ESML Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.48% in Q2 2026, selling an estimated $9.26K and leaving 36,553 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #370.

Chicago Partners Investment Group first reported a position in ESML in Q3 2021 and has held it in 20 quarters since. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Chicago Partners Investment Group held 36,553 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.97M as of Q2 2026.
  • Chicago Partners Investment Group sold 178 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $9.26K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #370 holding.
  • Chicago Partners Investment Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.