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

Fairview Capital 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 		$282K Hold
5,050
– – 0.01% 180
2026
Q1 		$237K Sell
5,050
-200
-4% -$9.7K 0.01% 180
2025
Q4 		$241K Sell
5,250
-350
-6% -$16K 0.01% 157
2025
Q3 		$252K Hold
5,600
– – 0.01% 152
2025
Q2 		$231K Sell
5,600
-500
-8% -$19.4K 0.01% 153
2025
Q1 		$234K Hold
6,100
– – 0.01% 151
2024
Q4 		$257K Hold
6,100
– – 0.01% 147
2024
Q3 		$255K Buy
6,100
+25
+0.4% +$1K 0.01% 142
2024
Q2 		$234K Hold
6,075
– – 0.01% 140
2024
Q1 		$245K Hold
6,075
– – 0.01% 147
2023
Q4 		$231K Buy
6,075
+50
+0.8% +$1.71K 0.01% 141
2023
Q3 		$203K Hold
6,025
– – 0.01% 140
2023
Q2 		$214K Hold
6,025
– – 0.01% 137
2023
Q1 		$205K Sell
6,025
-725
-11% -$25.3K 0.01% 138
2022
Q4 		$222K Hold
6,750
– – 0.02% 131
2022
Q3 		$207K Buy
6,750
+200
+3% +$6.75K 0.01% 126
2022
Q2 		$206K Buy
6,550
+50
+0.8% +$1.72K 0.01% 137
2022
Q1 		$247K Buy
6,500
+275
+4% +$10.4K 0.02% 122
2021
Q4 		$250K Buy
6,225
+50
+0.8% +$2.02K 0.02% 125
2021
Q3 		$240K Buy
+6,175
New +$244K 0.02% 116

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

Fairview Capital Investment Management's ESML Position: Q2 2026 in Review

Fairview Capital Investment Management held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 5,050 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #180.

Fairview Capital Investment Management first reported a position in ESML in Q3 2021 and has held it in 20 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Fairview Capital Investment Management held 5,050 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $282K as of Q2 2026.
  • Fairview Capital Investment Management left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Fairview Capital Investment Management's portfolio in Q2 2026, its #180 holding.
  • Fairview Capital Investment Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.