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

Firestone 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 Q2	$212K	Buy	+3,797	New	+$197K	0.04%	161
2021 Q4	–	Sell	-1,665	Closed	-$67K	–	223
2021 Q3	$67K	Hold	1,665	–	–	0.02%	209
2021 Q2	$67K	Buy	1,665 +463	+39%	+$18.4K	0.02%	204
2021 Q1	$46K	Buy	1,202 +387	+47%	+$14.6K	0.02%	235
2020 Q4	$28K	Hold	815	–	–	0.01%	261
2020 Q3	$22K	Buy	815 +219	+37%	+$5.79K	0.01%	252
2020 Q2	$15K	Buy	+596	New	+$13.7K	0.01%	286

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Firestone Capital Management's ESML Position: Q2 2026 in Review

Firestone Capital Management opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,797 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings. This is a return to the name: Firestone Capital Management previously reported a position in ESML as recently as Q3 2021.

Firestone Capital Management first reported a position in ESML in Q2 2020 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Firestone Capital Management held 3,797 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $212K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Firestone Capital Management position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Firestone Capital Management's portfolio in Q2 2026, its #161 holding.
Firestone Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 7 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.