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

Evergreen Capital 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
Q1 		$606K Buy
12,886
+30
+0.2% +$1.46K 0.01% 671
2025
Q4 		$591K Buy
12,856
+330
+3% +$15K 0.01% 656
2025
Q3 		$565K Sell
12,526
-75
-0.6% -$3.26K 0.01% 602
2025
Q2 		$521K Sell
12,601
-359
-3% -$13.9K 0.02% 541
2025
Q1 		$498K Sell
12,960
-90
-0.7% -$3.74K 0.02% 513
2024
Q4 		$549K Sell
13,050
-587
-4% -$25.4K 0.02% 473
2024
Q3 		$570K Sell
13,637
-9
-0.1% -$362 0.02% 460
2024
Q2 		$525K Buy
13,646
+170
+1% +$6.56K 0.02% 449
2024
Q1 		$543K Sell
13,476
-613
-4% -$23.3K 0.02% 428
2023
Q4 		$536K Buy
14,089
+2,831
+25% +$96.6K 0.02% 407
2023
Q3 		$380K Sell
11,258
-835
-7% -$29.7K 0.02% 473
2023
Q2 		$430K Sell
12,093
-15
-0.1% -$508 0.02% 431
2023
Q1 		$412K Sell
12,108
-700
-5% -$24.4K 0.02% 417
2022
Q4 		$421K Buy
12,808
+210
+2% +$6.97K 0.02% 403
2022
Q3 		$386K Buy
12,598
+965
+8% +$32.6K 0.02% 391
2022
Q2 		$366K Sell
11,633
-3,075
-21% -$106K 0.02% 381
2022
Q1 		$559K Buy
14,708
+1,415
+11% +$53.3K 0.02% 352
2021
Q4 		$536K Buy
13,293
+1,062
+9% +$43K 0.02% 364
2021
Q3 		$477K Buy
12,231
+150
+1% +$5.93K 0.02% 358
2021
Q2 		$488K Buy
12,081
+3,339
+38% +$133K 0.02% 341
2021
Q1 		$337K Buy
8,742
+2,295
+36% +$86.5K 0.02% 377
2020
Q4 		$220K Buy
+6,447
New +$198K 0.01% 404

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evergreen Capital Management's ESML Position: Q1 2026 in Review

Evergreen Capital Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.23% in Q1 2026, buying an estimated $1.46K and bringing the position to 12,886 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #671.

Evergreen Capital Management first reported a position in ESML in Q4 2020 and has held it in 22 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Evergreen Capital Management held 12,886 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $606K as of Q1 2026.
  • Evergreen Capital Management bought 30 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $1.46K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #671 holding.
  • Evergreen Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.