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

Cranbrook Wealth Management’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 		$1.22M Sell
21,893
-738
-3% -$38.4K 0.23% 60
2026
Q1 		$1.06M Sell
22,631
-81
-0.4% -$3.93K 0.22% 61
2025
Q4 		$1.04M Buy
22,712
+38
+0.2% +$1.73K 0.21% 61
2025
Q3 		$1.02M Buy
22,674
+866
+4% +$37.6K 0.21% 59
2025
Q2 		$901K Buy
21,808
+142
+0.7% +$5.5K 0.19% 59
2025
Q1 		$832K Sell
21,666
-609
-3% -$25.3K 0.19% 59
2024
Q4 		$937K Sell
22,275
-993
-4% -$42.9K 0.22% 55
2024
Q3 		$973K Sell
23,268
-1,150
-5% -$46.2K 0.22% 55
2024
Q2 		$940K Buy
24,418
+421
+2% +$16.3K 0.23% 53
2024
Q1 		$966K Buy
23,997
+420
+2% +$16K 0.24% 49
2023
Q4 		$896K Buy
23,577
+662
+3% +$22.6K 0.24% 49
2023
Q3 		$771K Hold
22,915
– – 0.23% 52
2023
Q2 		$814K Buy
22,915
+965
+4% +$32.7K 0.23% 53
2023
Q1 		$746K Buy
21,950
+195
+0.9% +$6.81K 0.21% 53
2022
Q4 		$715K Buy
21,755
+136
+0.6% +$4.52K 0.19% 58
2022
Q3 		$663K Buy
21,619
+2,547
+13% +$85.9K 0.17% 58
2022
Q2 		$601K Buy
19,072
+296
+2% +$10.2K 0.15% 64
2022
Q1 		$714K Buy
18,776
+1,260
+7% +$47.5K 0.16% 61
2021
Q4 		$706K Buy
17,516
+315
+2% +$12.8K 0.15% 63
2021
Q3 		$671K Buy
17,201
+345
+2% +$13.6K 0.15% 61
2021
Q2 		$680K Buy
16,856
+276
+2% +$11K 0.16% 59
2021
Q1 		$639K Sell
16,580
-187
-1% -$7.05K 0.15% 59
2020
Q4 		$572K Buy
16,767
+1,233
+8% +$37.9K 0.15% 61
2020
Q3 		$412K Buy
15,534
+802
+5% +$21.2K 0.12% 66
2020
Q2 		$369K Buy
14,732
+2,651
+22% +$61.1K 0.11% 69
2020
Q1 		$241K Buy
12,081
+4,999
+71% +$130K 0.08% 77
2019
Q4 		$205K Buy
7,082
+5,380
+316% +$149K 0.06% 84
2019
Q3 		$45K Buy
1,702
+611
+56% +$16.3K 0.01% 139
2019
Q2 		$29K Buy
+1,091
New +$29K 0.01% 157

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

Cranbrook Wealth Management's ESML Position: Q2 2026 in Review

Cranbrook Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.3% in Q2 2026, selling an estimated $38.4K and leaving 21,893 shares worth $1.22M. The position accounts for 0.23% of the portfolio, ranked #60.

Cranbrook Wealth Management first reported a position in ESML in Q2 2019 and has held it in 29 quarters since. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Cranbrook Wealth Management held 21,893 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.22M as of Q2 2026.
  • Cranbrook Wealth Management sold 738 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $38.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.23% of Cranbrook Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Cranbrook Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.