Evergreen Capital Management
ESML icon

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
Q3 		$632K Sell
12,161
-645
-5% -$35.1K 0.01% 737
2026
Q2 		$716K Sell
12,806
-80
-0.6% -$4.16K 0.01% 698
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

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Evergreen Capital Management's ESML Position: Q3 2026 in Review

Evergreen Capital Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5% in Q3 2026, selling an estimated $35.1K and leaving 12,161 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #737.

Evergreen Capital Management first reported a position in ESML in Q4 2020 and has held it in 24 quarters since. The position peaked at $716K in Q2 2026. 177 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Evergreen Capital Management held 12,161 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $632K as of Q3 2026.
  • Evergreen Capital Management sold 645 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $35.1K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #737 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 24 quarters since.
  • Evergreen Capital Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $716K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.