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Crestwood Advisors Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Crestwood Advisors 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 		$3.45M Sell
61,685
-343
-0.6% -$17.8K 0.05% 184
2026
Q1 		$2.92M Buy
62,028
+1,307
+2% +$63.4K 0.05% 192
2025
Q4 		$2.79M Buy
60,721
+236
+0.4% +$10.8K 0.05% 185
2025
Q3 		$2.73M Buy
60,485
+313
+0.5% +$13.6K 0.05% 181
2025
Q2 		$2.49M Buy
60,172
+1,440
+2% +$55.7K 0.04% 185
2025
Q1 		$2.26M Sell
58,732
-4,861
-8% -$202K 0.04% 190
2024
Q4 		$2.67M Sell
63,593
-701
-1% -$30.3K 0.05% 168
2024
Q3 		$2.69M Sell
64,294
-2,356
-4% -$94.7K 0.05% 160
2024
Q2 		$2.57M Sell
66,650
-68
-0.1% -$2.63K 0.05% 156
2024
Q1 		$2.69M Sell
66,718
-783
-1% -$29.8K 0.06% 150
2023
Q4 		$2.57M Sell
67,501
-1,463
-2% -$49.9K 0.06% 151
2023
Q3 		$2.32M Sell
68,964
-2,346
-3% -$83.5K 0.06% 146
2023
Q2 		$2.53M Buy
71,310
+1,715
+2% +$58.1K 0.08% 104
2023
Q1 		$2.37M Sell
69,595
-2,347
-3% -$82K 0.08% 107
2022
Q4 		$2.37M Sell
71,942
-6,582
-8% -$219K 0.08% 107
2022
Q3 		$2.41M Sell
78,524
-653
-0.8% -$22K 0.09% 109
2022
Q2 		$2.49M Buy
79,177
+1,138
+1% +$39.2K 0.08% 111
2022
Q1 		$2.97M Buy
78,039
+1,397
+2% +$52.7K 0.08% 107
2021
Q4 		$3.09M Buy
76,642
+4,821
+7% +$195K 0.08% 109
2021
Q3 		$2.8M Buy
71,821
+3,637
+5% +$144K 0.08% 112
2021
Q2 		$2.75M Buy
68,184
+7,212
+12% +$287K 0.08% 111
2021
Q1 		$2.35M Buy
60,972
+2,625
+4% +$98.9K 0.07% 115
2020
Q4 		$1.99M Buy
58,347
+23,323
+67% +$717K 0.07% 119
2020
Q3 		$929K Buy
35,024
+9,025
+35% +$239K 0.03% 129
2020
Q2 		$652K Buy
+25,999
New +$599K 0.03% 146

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Crestwood Advisors Group's ESML Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.55% in Q2 2026, selling an estimated $17.8K and leaving 61,685 shares worth $3.45M. The position accounts for 0.05% of the portfolio, ranked #184.

Crestwood Advisors Group first reported a position in ESML in Q2 2020 and has held it in 25 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Crestwood Advisors Group held 61,685 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $3.45M as of Q2 2026.
  • Crestwood Advisors Group sold 343 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $17.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of Crestwood Advisors Group's portfolio in Q2 2026, its #184 holding.
  • Crestwood Advisors Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.