PWMAG
ESML icon

Pinnacle Wealth Management Advisory Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Pinnacle Wealth Management Advisory 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 		$201K Sell
3,589
-681
-16% -$35.4K 0.01% 546
2026
Q1 		$201K Buy
+4,270
New +$207K 0.01% 523
2025
Q3 		– Sell
-6,984
Closed -$289K – 404
2025
Q2 		$289K Buy
6,984
+12
+0.2% +$465 0.02% 303
2025
Q1 		$268K Buy
6,972
+529
+8% +$22K 0.03% 296
2024
Q4 		$271K Buy
6,443
+121
+2% +$5.23K 0.03% 300
2024
Q3 		$264K Hold
6,322
– – 0.03% 300
2024
Q2 		$243K Buy
6,322
+100
+2% +$3.86K 0.03% 303
2024
Q1 		$251K Hold
6,222
– – 0.03% 295
2023
Q4 		$236K Buy
6,222
+137
+2% +$4.68K 0.03% 293
2023
Q3 		$205K Hold
6,085
– – 0.03% 296
2023
Q2 		$216K Hold
6,085
– – 0.03% 297
2023
Q1 		$207K Hold
6,085
– – 0.03% 295
2022
Q4 		$200K Buy
+6,085
New +$202K 0.03% 280
2022
Q3 		– Sell
-8,835
Closed -$278K – 281
2022
Q2 		$278K Hold
8,835
– – 0.04% 232
2022
Q1 		$336K Buy
8,835
+3,320
+60% +$125K 0.05% 216
2021
Q4 		$222K Buy
+5,515
New +$223K 0.04% 246

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's ESML Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 16% in Q2 2026, selling an estimated $35.4K and leaving 3,589 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #546.

Pinnacle Wealth Management Advisory Group first reported a position in ESML in Q4 2021 and has held it in 16 quarters since. The position peaked at $336K in Q1 2022. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 3,589 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $201K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 681 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $35.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #546 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Pinnacle Wealth Management Advisory Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $336K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.