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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
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

Other funds holding ESML

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Great Diamond Partners's ESML Position: Q2 2026 in Review

Great Diamond Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 25% in Q2 2026, buying an estimated $171K and bringing the position to 16,545 shares worth $925K. The position accounts for 0.16% of the portfolio, ranked #128.

Great Diamond Partners first reported a position in ESML in Q2 2023 and has held it in 13 quarters since. 224 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Great Diamond Partners held 16,545 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $925K as of Q2 2026.
  • Great Diamond Partners bought 3,294 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $171K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.16% of Great Diamond Partners's portfolio in Q2 2026, its #128 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 13 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.