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

Patriot Investment Management 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 		$222K Buy
+3,967
New +$206K 0.01% 233
2023
Q1 		– Sell
-4,142
Closed -$149K – 265
2022
Q4 		$149K Buy
+4,142
New +$138K 0.01% 255
2020
Q3 		– Sell
-195
Closed -$4.89K – 324
2020
Q2 		$4.89K Buy
+195
New +$4.5K ﹤0.01% 573

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Patriot Investment Management Group's ESML Position: Q2 2026 in Review

Patriot Investment Management Group opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,967 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: Patriot Investment Management Group previously reported a position in ESML as recently as Q4 2022.

Patriot Investment Management Group first reported a position in ESML in Q2 2020 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Patriot Investment Management Group held 3,967 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $222K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Patriot Investment Management Group position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Patriot Investment Management Group's portfolio in Q2 2026, its #233 holding.
  • Patriot Investment Management Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.