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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
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

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

Pinnacle Associates's ESML Position: Q2 2026 in Review

Pinnacle Associates reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 19% in Q2 2026, selling an estimated $45K and leaving 3,704 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Pinnacle Associates first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. The position peaked at $381K in Q1 2022. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Pinnacle Associates held 3,704 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $207K as of Q2 2026.
  • Pinnacle Associates sold 866 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $45K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #921 holding.
  • Pinnacle Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Pinnacle Associates's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $381K in Q1 2022.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.