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Harbour Investments’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Harbour Investments’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 		$4.58M Buy
81,844
+4,422
+6% +$230K 0.06% 284
2026
Q1 		$3.64M Buy
77,422
+2,464
+3% +$120K 0.06% 313
2025
Q4 		$3.45M Sell
74,958
-733
-1% -$33.4K 0.07% 254
2025
Q3 		$3.41M Sell
75,691
-428
-0.6% -$18.6K 0.08% 234
2025
Q2 		$3.15M Buy
76,119
+5,322
+8% +$206K 0.08% 222
2025
Q1 		$2.72M Buy
70,797
+2,508
+4% +$104K 0.08% 226
2024
Q4 		$2.87M Buy
68,289
+2,204
+3% +$95.3K 0.08% 211
2024
Q3 		$2.76M Buy
66,085
+5,721
+9% +$230K 0.08% 203
2024
Q2 		$2.32M Buy
60,364
+1,692
+3% +$65.3K 0.08% 225
2024
Q1 		$2.36M Sell
58,672
-1,443
-2% -$54.9K 0.08% 216
2023
Q4 		$2.28M Sell
60,115
-233
-0.4% -$7.95K 0.09% 200
2023
Q3 		$2.03M Buy
60,348
+2,321
+4% +$82.6K 0.1% 192
2023
Q2 		$2.06M Buy
58,027
+5,991
+12% +$203K 0.1% 198
2023
Q1 		$1.77M Buy
52,036
+7,746
+17% +$270K 0.1% 202
2022
Q4 		$1.46M Sell
44,290
-3,564
-7% -$118K 0.09% 228
2022
Q3 		$1.51M Hold
47,854
– – 0.1% 191
2022
Q2 		$1.51M Buy
+47,854
New +$1.65M 0.1% 191
2021
Q4 		$1.66M Buy
41,054
+4,170
+11% +$169K 0.1% 203
2021
Q3 		$1.44M Buy
36,884
+31,910
+642% +$1.26M 0.05% 364
2021
Q2 		$201K Buy
4,974
+3,888
+358% +$155K 0.01% 1041
2021
Q1 		$42K Buy
+1,086
New +$40.9K ﹤0.01% 1787

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

Harbour Investments's ESML Position: Q2 2026 in Review

Harbour Investments increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.7% in Q2 2026, buying an estimated $230K and bringing the position to 81,844 shares worth $4.58M. The position accounts for 0.06% of the portfolio, ranked #284.

Harbour Investments first reported a position in ESML in Q1 2021 and has held it in 21 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Harbour Investments held 81,844 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.58M as of Q2 2026.
  • Harbour Investments bought 4,422 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $230K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Harbour Investments's portfolio in Q2 2026, its #284 holding.
  • Harbour Investments first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.