Pinnacle Associates
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Pinnacle Associates’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Pinnacle Associates’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
Q3 		– Sell
-3,704
Closed -$207K – 976
2026
Q2 		$207K Sell
3,704
-866
-19% -$45K ﹤0.01% 921
2026
Q1 		$215K Sell
4,570
-178
-4% -$8.63K ﹤0.01% 895
2025
Q4 		$218K Buy
4,748
+1
+0% +$46 ﹤0.01% 878
2025
Q3 		$214K Sell
4,747
-2,728
-36% -$119K ﹤0.01% 825
2025
Q2 		$309K Sell
7,475
-836
-10% -$32.4K ﹤0.01% 728
2025
Q1 		$319K Buy
8,311
+532
+7% +$22.1K ﹤0.01% 702
2024
Q4 		$327K Buy
7,779
+424
+6% +$18.3K ﹤0.01% 696
2024
Q3 		$280K Sell
7,355
-295
-4% -$11.9K ﹤0.01% 693
2024
Q2 		$295K Buy
7,650
+117
+2% +$4.52K ﹤0.01% 693
2024
Q1 		$303K Buy
7,533
+178
+2% +$6.77K ﹤0.01% 703
2023
Q4 		$280K Buy
7,355
+143
+2% +$4.88K ﹤0.01% 703
2023
Q3 		$243K Hold
7,212
– – ﹤0.01% 715
2023
Q2 		$256K Buy
7,212
+3
+0% +$102 ﹤0.01% 720
2023
Q1 		$245K Buy
7,209
+2
+0% +$70 0.01% 676
2022
Q4 		$237K Buy
7,207
+4
+0.1% +$133 0.01% 671
2022
Q3 		$221K Sell
7,203
-2,746
-28% -$92.7K 0.01% 675
2022
Q2 		$313K Sell
9,949
-78
-0.8% -$2.68K 0.01% 604
2022
Q1 		$381K Buy
10,027
+3,847
+62% +$145K 0.01% 617
2021
Q4 		$249K Buy
+6,180
New +$250K ﹤0.01% 709

Other funds holding ESML

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Pinnacle Associates's ESML Position: Q3 2026 in Review

Pinnacle Associates sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2026, closing a stake of 3,704 shares — an estimated $207K sold.

Pinnacle Associates first reported a position in ESML in Q4 2021 and held it in 19 quarters. The position peaked at $381K in Q1 2022. 212 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Pinnacle Associates reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Associates sold 3,704 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $207K.
  • Pinnacle Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and held it in 19 quarters.
  • Pinnacle Associates's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $381K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.