Grimes & Company
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Grimes & Company’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Grimes & Company’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 		$2.51M Buy
48,268
+787
+2% +$42.8K 0.06% 176
2026
Q2 		$2.66M Buy
47,481
+360
+0.8% +$18.7K 0.06% 173
2026
Q1 		$2.22M Sell
47,121
-4,178
-8% -$203K 0.06% 177
2025
Q4 		$2.36M Buy
51,299
+2,957
+6% +$135K 0.06% 180
2025
Q3 		$2.18M Buy
48,342
+18,343
+61% +$797K 0.05% 177
2025
Q2 		$1.24M Buy
29,999
+82
+0.3% +$3.17K 0.03% 196
2025
Q1 		$1.15M Sell
29,917
-18,526
-38% -$770K 0.04% 179
2024
Q4 		$2.04M Sell
48,443
-429
-0.9% -$18.5K 0.06% 152
2024
Q3 		$2.04M Buy
48,872
+20,334
+71% +$817K 0.06% 143
2024
Q2 		$1.1M Buy
28,538
+4,251
+18% +$164K 0.03% 169
2024
Q1 		$978K Buy
24,287
+5,723
+31% +$218K 0.03% 180
2023
Q4 		$706K Buy
18,564
+32
+0.2% +$1.09K 0.02% 194
2023
Q3 		$624K Sell
18,532
-14,938
-45% -$532K 0.02% 189
2023
Q2 		$1.19M Buy
+33,470
New +$1.13M 0.04% 147
2022
Q4 		– Sell
-19,536
Closed -$599K – 298
2022
Q3 		$599K Buy
+19,536
New +$659K 0.03% 173
2022
Q2 		– Sell
-18,661
Closed -$710K – 278
2022
Q1 		$710K Sell
18,661
-15,603
-46% -$588K 0.04% 180
2021
Q4 		$1.38M Buy
34,264
+1,732
+5% +$70.1K 0.06% 140
2021
Q3 		$1.27M Buy
32,532
+2,859
+10% +$113K 0.06% 139
2021
Q2 		$1.2M Buy
29,673
+4,788
+19% +$190K 0.05% 143
2021
Q1 		$959K Buy
24,885
+1,676
+7% +$63.2K 0.05% 148
2020
Q4 		$792K Buy
23,209
+16
+0.1% +$492 0.04% 154
2020
Q3 		$615K Sell
23,193
-4,291
-16% -$113K 0.04% 165
2020
Q2 		$689K Buy
+27,484
New +$634K 0.05% 149
2020
Q1 		– Sell
-7,404
Closed -$214K – 242
2019
Q4 		$214K Buy
+7,404
New +$205K 0.01% 245

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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

Grimes & Company's ESML Position: Q3 2026 in Review

Grimes & Company increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.7% in Q3 2026, buying an estimated $42.8K and bringing the position to 48,268 shares worth $2.51M. The position accounts for 0.06% of the portfolio, ranked #176.

Grimes & Company first reported a position in ESML in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.66M in Q2 2026. 330 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Grimes & Company held 48,268 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.51M as of Q3 2026.
  • Grimes & Company bought 787 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $42.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Grimes & Company's portfolio in Q3 2026, its #176 holding.
  • Grimes & Company first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • Grimes & Company's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.66M in Q2 2026.
  • 330 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.