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Harbor Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Harbor Group’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 		$339K Buy
6,062
+3
+0% +$156 0.04% 87
2026
Q1 		$285K Sell
6,059
-19
-0.3% -$922 0.04% 95
2025
Q4 		$279K Sell
6,078
-315
-5% -$14.4K 0.04% 95
2025
Q3 		$288K Buy
6,393
+17
+0.3% +$738 0.05% 84
2025
Q2 		$264K Sell
6,376
-2,919
-31% -$113K 0.05% 85
2025
Q1 		$357K Sell
9,295
-1,017
-10% -$42.3K 0.07% 66
2024
Q4 		$434K Buy
10,312
+792
+8% +$34.2K 0.1% 57
2024
Q3 		$398K Buy
9,520
+541
+6% +$21.7K 0.09% 61
2024
Q2 		$346K Buy
8,979
+600
+7% +$23.2K 0.09% 60
2024
Q1 		$337K Sell
8,379
-69
-0.8% -$2.63K 0.09% 57
2023
Q4 		$321K Buy
8,448
+183
+2% +$6.25K 0.09% 56
2023
Q3 		$278K Buy
+8,265
New +$294K 0.16% 50

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

Harbor Group's ESML Position: Q2 2026 in Review

Harbor Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.05% in Q2 2026, buying an estimated $156 and bringing the position to 6,062 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #87.

Harbor Group first reported a position in ESML in Q3 2023 and has held it in 12 quarters since. The position peaked at $434K in Q4 2024. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Harbor Group held 6,062 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $339K as of Q2 2026.
  • Harbor Group bought 3 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $156.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Harbor Group's portfolio in Q2 2026, its #87 holding.
  • Harbor Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Harbor Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $434K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.