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

Garde Capital’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 		$2.01M Sell
35,993
-559
-2% -$29.1K 0.09% 76
2026
Q1 		$1.72M Buy
36,552
+535
+1% +$26K 0.1% 67
2025
Q4 		$1.66M Buy
36,017
+7,041
+24% +$321K 0.1% 81
2025
Q3 		$1.31M Sell
28,976
-1,005
-3% -$43.7K 0.06% 104
2025
Q2 		$1.24M Buy
29,981
+51
+0.2% +$1.97K 0.06% 104
2025
Q1 		$1.15M Buy
29,930
+2,161
+8% +$89.8K 0.06% 106
2024
Q4 		$1.17M Sell
27,769
-9,361
-25% -$405K 0.08% 92
2024
Q3 		$1.55M Buy
37,130
+1,558
+4% +$62.6K 0.1% 76
2024
Q2 		$1.37M Sell
35,572
-2,954
-8% -$114K 0.1% 77
2024
Q1 		$1.55M Sell
38,526
-25,167
-40% -$957K 0.11% 75
2023
Q4 		$2.42M Sell
63,693
-24,795
-28% -$846K 0.18% 58
2023
Q3 		$2.98M Sell
88,488
-1,287
-1% -$45.8K 0.25% 49
2023
Q2 		$3.19M Buy
89,775
+3,995
+5% +$135K 0.27% 48
2023
Q1 		$2.92M Buy
85,780
+3,786
+5% +$132K 0.32% 46
2022
Q4 		$2.7M Sell
81,994
-718
-0.9% -$23.8K 0.32% 44
2022
Q3 		$2.54M Sell
82,712
-16,635
-17% -$561K 0.33% 46
2022
Q2 		$3.13M Buy
99,347
+24,163
+32% +$831K 0.38% 45
2022
Q1 		$2.86M Buy
75,184
+60,066
+397% +$2.26M 0.29% 45
2021
Q4 		$610K Buy
+15,118
New +$612K 0.06% 119

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

Garde Capital's ESML Position: Q2 2026 in Review

Garde Capital reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.5% in Q2 2026, selling an estimated $29.1K and leaving 35,993 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #76.

Garde Capital first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.19M in Q2 2023. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Garde Capital held 35,993 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.01M as of Q2 2026.
  • Garde Capital sold 559 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $29.1K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.09% of Garde Capital's portfolio in Q2 2026, its #76 holding.
  • Garde Capital first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Garde Capital's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $3.19M in Q2 2023.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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