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Halbert Hargrove Global Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Halbert Hargrove Global Advisors’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 		$209K Sell
3,729
-11
-0.3% -$572 0.01% 104
2026
Q1 		$176K Sell
3,740
-679
-15% -$32.9K 0.01% 102
2025
Q4 		$203K Sell
4,419
-216
-5% -$9.85K 0.01% 92
2025
Q3 		$209K Buy
4,635
+545
+13% +$23.7K 0.01% 104
2025
Q2 		$169K Sell
4,090
-300
-7% -$11.6K 0.01% 93
2025
Q1 		$169K Hold
4,390
– – 0.01% 91
2024
Q4 		$185K Buy
+4,390
New +$190K 0.01% 92
2022
Q2 		– Sell
-5,949
Closed -$226K – 158
2022
Q1 		$226K Sell
5,949
-100
-2% -$3.77K 0.01% 150
2021
Q4 		$244K Buy
6,049
+7
+0.1% +$283 0.02% 136
2021
Q3 		$236K Buy
6,042
+10
+0.2% +$396 0.02% 126
2021
Q2 		$244K Buy
6,032
+5
+0.1% +$199 0.02% 129
2021
Q1 		$232K Buy
6,027
+8
+0.1% +$301 0.02% 114
2020
Q4 		$205K Sell
6,019
-2,623
-30% -$80.7K 0.02% 113
2020
Q3 		$229K Buy
8,642
+154
+2% +$4.07K 0.02% 90
2020
Q2 		$213K Buy
+8,488
New +$196K 0.03% 82

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

Halbert Hargrove Global Advisors's ESML Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.29% in Q2 2026, selling an estimated $572 and leaving 3,729 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #104.

Halbert Hargrove Global Advisors first reported a position in ESML in Q2 2020 and has held it in 15 quarters since. The position peaked at $244K in Q4 2021. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Halbert Hargrove Global Advisors held 3,729 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $209K as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 11 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $572.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #104 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 15 quarters since.
  • Halbert Hargrove Global Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $244K in Q4 2021.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.