Great Diamond Partners
ESML icon

Great Diamond Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Great Diamond Partners’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
Q3 		$900K Buy
17,311
+766
+5% +$41.7K 0.15% 134
2026
Q2 		$925K Buy
16,545
+3,294
+25% +$171K 0.16% 128
2026
Q1 		$623K Buy
13,251
+846
+7% +$41K 0.12% 144
2025
Q4 		$570K Sell
12,405
-1,039
-8% -$47.4K 0.11% 151
2025
Q3 		$606K Buy
13,444
+488
+4% +$21.2K 0.12% 141
2025
Q2 		$535K Sell
12,956
-245
-2% -$9.48K 0.11% 144
2025
Q1 		$507K Sell
13,201
-68
-0.5% -$2.83K 0.14% 115
2024
Q4 		$558K Buy
13,269
+127
+1% +$5.49K 0.14% 111
2024
Q3 		$550K Sell
13,142
-261
-2% -$10.5K 0.14% 113
2024
Q2 		$516K Sell
13,403
-574
-4% -$22.2K 0.12% 126
2024
Q1 		$563K Sell
13,977
-34
-0.2% -$1.29K 0.13% 124
2023
Q4 		$533K Sell
14,011
-85
-0.6% -$2.9K 0.13% 128
2023
Q3 		$474K Buy
14,096
+248
+2% +$8.83K 0.13% 133
2023
Q2 		$492K Buy
+13,848
New +$469K 0.13% 132

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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Architects
Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Great Diamond Partners's ESML Position: Q3 2026 in Review

Great Diamond Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 4.6% in Q3 2026, buying an estimated $41.7K and bringing the position to 17,311 shares worth $900K. The position accounts for 0.15% of the portfolio, ranked #134.

Great Diamond Partners first reported a position in ESML in Q2 2023 and has held it in 14 quarters since. The position peaked at $925K in Q2 2026. 314 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Great Diamond Partners held 17,311 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $900K as of Q3 2026.
  • Great Diamond Partners bought 766 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $41.7K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.15% of Great Diamond Partners's portfolio in Q3 2026, its #134 holding.
  • Great Diamond Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Great Diamond Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $925K in Q2 2026.
  • 314 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.