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F.L. Putnam Investment Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

F.L. Putnam Investment 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 		$9.36M Sell
167,157
-9,644
-5% -$502K 0.11% 147
2026
Q1 		$8.31M Sell
176,801
-24,109
-12% -$1.17M 0.12% 137
2025
Q4 		$9.24M Sell
200,910
-7,529
-4% -$343K 0.13% 129
2025
Q3 		$9.4M Sell
208,439
-374,939
-64% -$16.3M 0.14% 125
2025
Q2 		$24.1M Sell
583,378
-731,358
-56% -$28.3M 0.41% 51
2025
Q1 		$50.5M Sell
1,314,736
-28,941
-2% -$1.2M 0.95% 19
2024
Q4 		$56.5M Sell
1,343,677
-657,764
-33% -$28.4M 1.03% 18
2024
Q3 		$83.7M Sell
2,001,441
-25,496
-1% -$1.02M 1.5% 13
2024
Q2 		$78M Sell
2,026,937
-65,787
-3% -$2.54M 1.46% 13
2024
Q1 		$84.3M Buy
2,092,724
+49,638
+2% +$1.89M 1.79% 11
2023
Q4 		$77.7M Buy
2,043,086
+36,787
+2% +$1.26M 1.83% 8
2023
Q3 		$67.5M Buy
2,006,299
+55,864
+3% +$1.99M 1.87% 9
2023
Q2 		$69.3M Buy
1,950,435
+54,871
+3% +$1.86M 1.89% 7
2023
Q1 		$64.4M Buy
1,895,564
+49,267
+3% +$1.72M 2.1% 7
2022
Q4 		$60.7M Buy
1,846,297
+90,515
+5% +$3.01M 2.21% 6
2022
Q3 		$53.9M Buy
1,755,782
+147,322
+9% +$4.97M 2.09% 7
2022
Q2 		$50.7M Buy
1,608,460
+88,740
+6% +$3.05M 1.86% 10
2022
Q1 		$57.8M Buy
1,519,720
+75,970
+5% +$2.86M 1.84% 10
2021
Q4 		$58.2M Buy
1,443,750
+40,572
+3% +$1.64M 1.79% 11
2021
Q3 		$54.7M Buy
1,403,178
+44,841
+3% +$1.77M 1.86% 10
2021
Q2 		$54.8M Buy
1,358,337
+69,782
+5% +$2.78M 1.89% 10
2021
Q1 		$49.7M Buy
1,288,555
+188,570
+17% +$7.11M 2.18% 8
2020
Q4 		$37.5M Buy
1,099,985
+178,397
+19% +$5.49M 1.76% 10
2020
Q3 		$24.4M Buy
921,588
+646,465
+235% +$17.1M 1.34% 17
2020
Q2 		$6.9M Buy
+275,123
New +$6.34M 0.41% 60

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

F.L. Putnam Investment Management's ESML Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.5% in Q2 2026, selling an estimated $502K and leaving 167,157 shares worth $9.36M. The position accounts for 0.11% of the portfolio, ranked #147.

F.L. Putnam Investment Management first reported a position in ESML in Q2 2020 and has held it in 25 quarters since. The position peaked at $84.3M in Q1 2024. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • F.L. Putnam Investment Management held 167,157 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $9.36M as of Q2 2026.
  • F.L. Putnam Investment Management sold 9,644 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $502K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.11% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #147 holding.
  • F.L. Putnam Investment Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • F.L. Putnam Investment Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $84.3M in Q1 2024.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.