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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pinnacle Associates's ESML Position: Q1 2026 in Review

Pinnacle Associates reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.7% in Q1 2026, selling an estimated $8.63K and leaving 4,570 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Pinnacle Associates first reported a position in ESML in Q4 2021 and has held it in 18 quarters since. The position peaked at $381K in Q1 2022. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Pinnacle Associates held 4,570 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $215K as of Q1 2026.
  • Pinnacle Associates sold 178 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $8.63K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #895 holding.
  • Pinnacle Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Associates's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $381K in Q1 2022.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.