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Marshall Investment Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Marshall Investment Management’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 		$172K Buy
3,082
+157
+5% +$8.16K 0.07% 81
2026
Q1 		$138K Buy
+2,925
New +$142K 0.07% 86
2025
Q2 		– Sell
-2,742
Closed -$105K – 76
2025
Q1 		$105K Buy
+2,742
New +$114K 0.07% 88

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

Marshall Investment Management's ESML Position: Q2 2026 in Review

Marshall Investment Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.4% in Q2 2026, buying an estimated $8.16K and bringing the position to 3,082 shares worth $172K. The position accounts for 0.07% of the portfolio, ranked #81.

Marshall Investment Management first reported a position in ESML in Q1 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Marshall Investment Management held 3,082 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $172K as of Q2 2026.
  • Marshall Investment Management bought 157 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $8.16K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of Marshall Investment Management's portfolio in Q2 2026, its #81 holding.
  • Marshall Investment Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.