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

Cresset Asset 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	$209K	Buy	+3,728	New	+$194K	﹤0.01%	1571
2023 Q4	–	Sell	-19,077	Closed	-$644K	–	1865
2023 Q3	$644K	Buy	19,077 +29	+0.2%	+$1.03K	﹤0.01%	1046
2023 Q2	$677K	Buy	+19,048	New	+$645K	﹤0.01%	1120

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

Cresset Asset Management's ESML Position: Q2 2026 in Review

Cresset Asset Management opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,728 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1571 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in ESML as recently as Q3 2023.

Cresset Asset Management first reported a position in ESML in Q2 2023 and has held it in 3 quarters since. The position peaked at $677K in Q2 2023. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Cresset Asset Management held 3,728 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $209K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Cresset Asset Management position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1571 holding.
Cresset Asset Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and has held it in 3 quarters since.
Cresset Asset Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $677K in Q2 2023.
478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.