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ESML icon

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

Covestor’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 		$29K Sell
510
-1
-0.2% -$52 0.02% 1037
2026
Q1 		$24K Buy
511
+34
+7% +$1.65K 0.02% 1035
2025
Q4 		$22K Buy
477
+22
+5% +$1K 0.01% 1245
2025
Q3 		$21K Sell
455
-18
-4% -$782 0.01% 1252
2025
Q2 		$20K Buy
473
+34
+8% +$1.32K 0.01% 1250
2025
Q1 		$17K Buy
439
+5
+1% +$208 0.01% 1246
2024
Q4 		$18K Sell
434
-26
-6% -$1.12K 0.01% 1246
2024
Q3 		$19K Buy
460
+15
+3% +$603 0.01% 1227
2024
Q2 		$17K Buy
445
+7
+2% +$270 0.01% 1251
2024
Q1 		$18K Sell
438
-71
-14% -$2.7K 0.01% 1246
2023
Q4 		$19K Sell
509
-74
-13% -$2.53K 0.01% 1213
2023
Q3 		$20K Sell
583
-12
-2% -$427 0.02% 1113
2023
Q2 		$21K Sell
595
-23
-4% -$779 0.02% 1115
2023
Q1 		$21K Buy
618
+31
+5% +$1.08K 0.02% 983
2022
Q4 		$19K Sell
587
-26
-4% -$863 0.02% 1045
2022
Q3 		$19K Buy
613
+22
+4% +$742 0.02% 1004
2022
Q2 		$19K Sell
591
-36
-6% -$1.24K 0.02% 988
2022
Q1 		$24K Sell
627
-71
-10% -$2.68K 0.02% 1010
2021
Q4 		$28K Buy
+698
New +$28.3K 0.04% 771

Other funds holding ESML

TWIM
TIAA Wealth Investment Management New York $15B AUM
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Covestor's ESML Position: Q2 2026 in Review

Covestor reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.2% in Q2 2026, selling an estimated $52 and leaving 510 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #1037.

Covestor first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. 366 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Covestor held 510 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $29K as of Q2 2026.
  • Covestor sold 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 0.02% of Covestor's portfolio in Q2 2026, its #1037 holding.
  • Covestor first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 366 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.