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Pine Haven Investment Counsel’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Pine Haven Investment Counsel’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 		$1.49M Buy
26,669
+381
+1% +$19.8K 1% 28
2026
Q1 		$1.24M Buy
26,288
+1,590
+6% +$77.1K 0.91% 29
2025
Q4 		$1.14M Buy
24,698
+675
+3% +$30.8K 0.81% 35
2025
Q3 		$1.08M Buy
24,023
+200
+0.8% +$8.69K 0.78% 37
2025
Q2 		$985K Sell
23,823
-127
-0.5% -$4.92K 0.77% 39
2025
Q1 		$920K Sell
23,950
-365
-2% -$15.2K 0.77% 36
2024
Q4 		$1.02M Buy
24,315
+1,175
+5% +$50.8K 0.84% 35
2024
Q3 		$968K Buy
23,140
+621
+3% +$25K 0.78% 36
2024
Q2 		$867K Buy
22,519
+1,161
+5% +$44.8K 0.75% 37
2024
Q1 		$860K Buy
21,358
+618
+3% +$23.5K 0.76% 39
2023
Q4 		$788K Buy
20,740
+279
+1% +$9.52K 0.74% 38
2023
Q3 		$689K Buy
20,461
+920
+5% +$32.7K 0.71% 42
2023
Q2 		$694K Buy
19,541
+2,110
+12% +$71.4K 0.69% 42
2023
Q1 		$592K Buy
17,431
+915
+6% +$32K 0.62% 44
2022
Q4 		$543K Buy
16,516
+1,100
+7% +$36.5K 0.6% 47
2022
Q3 		$473K Buy
15,416
+370
+2% +$12.5K 0.58% 48
2022
Q2 		$474K Buy
15,046
+975
+7% +$33.6K 0.55% 47
2022
Q1 		$535K Buy
14,071
+2,730
+24% +$103K 0.52% 47
2021
Q4 		$457K Buy
+11,341
New +$459K 0.43% 62

Other funds holding ESML

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Pine Haven Investment Counsel's ESML Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 26,669 shares worth $1.49M. The position accounts for 1% of the portfolio, ranked #28.

Pine Haven Investment Counsel first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. 113 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Pine Haven Investment Counsel held 26,669 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.49M as of Q2 2026.
  • Pine Haven Investment Counsel bought 381 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $19.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 1% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #28 holding.
  • Pine Haven Investment Counsel first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.