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

Freestone Capital Holdings’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 		$1.38M Buy
24,749
+4,479
+22% +$233K 0.04% 227
2026
Q1 		$953K Sell
20,270
-11,938
-37% -$579K 0.03% 239
2025
Q4 		$1.48M Buy
32,208
+1,258
+4% +$57.3K 0.04% 201
2025
Q3 		$1.4M Buy
+30,950
New +$1.34M 0.04% 214

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

Freestone Capital Holdings's ESML Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 22% in Q2 2026, buying an estimated $233K and bringing the position to 24,749 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #227.

Freestone Capital Holdings first reported a position in ESML in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q4 2025. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Freestone Capital Holdings held 24,749 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.38M as of Q2 2026.
  • Freestone Capital Holdings bought 4,479 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $233K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Freestone Capital Holdings's portfolio in Q2 2026, its #227 holding.
  • Freestone Capital Holdings first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Freestone Capital Holdings's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.48M in Q4 2025.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.