Corient Private Wealth
ESML icon

Corient Private Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Corient Private Wealth’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 		$4.11M Sell
73,506
-44
-0.1% -$2.29K 0.01% 983
2026
Q1 		$3.46M Sell
73,550
-2,984
-4% -$145K ﹤0.01% 992
2025
Q4 		$3.52M Buy
76,534
+51,301
+203% +$2.34M ﹤0.01% 895
2025
Q3 		$1.14M Buy
25,233
+267
+1% +$11.6K ﹤0.01% 1374
2025
Q2 		$1.03M Sell
24,966
-53,761
-68% -$2.08M ﹤0.01% 1352
2025
Q1 		$3.02M Sell
78,727
-2,251
-3% -$93.6K ﹤0.01% 837
2024
Q4 		$3.41M Buy
80,978
+979
+1% +$42.3K 0.01% 817
2024
Q3 		$3.35M Buy
79,999
+4,054
+5% +$163K 0.01% 885
2024
Q2 		$2.92M Buy
75,945
+3,422
+5% +$132K 0.01% 882
2024
Q1 		$2.92M Buy
72,523
+207
+0.3% +$7.88K 0.01% 859
2023
Q4 		$2.75M Sell
72,316
-425
-0.6% -$14.5K 0.01% 871
2023
Q3 		$2.45M Sell
72,741
-3,857
-5% -$137K 0.01% 839
2023
Q2 		$2.72M Buy
76,598
+8,129
+12% +$275K 0.01% 807
2023
Q1 		$2.33M Buy
68,469
+6,483
+10% +$226K 0.01% 790
2022
Q4 		$2.04M Buy
+61,986
New +$2.06M 0.01% 700

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

Corient Private Wealth's ESML Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.06% in Q2 2026, selling an estimated $2.29K and leaving 73,506 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #983.

Corient Private Wealth first reported a position in ESML in Q4 2022 and has held it in 15 quarters since. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Corient Private Wealth held 73,506 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.11M as of Q2 2026.
  • Corient Private Wealth sold 44 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $2.29K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #983 holding.
  • Corient Private Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.