Rockefeller Capital Management
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Rockefeller Capital Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Rockefeller Capital Management’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 		$1.24M Buy
26,309
+4,899
+23% +$238K ﹤0.01% 1516
2025
Q4 		$984K Buy
21,410
+12,365
+137% +$564K ﹤0.01% 1564
2025
Q3 		$408K Buy
+9,045
New +$393K ﹤0.01% 1867
2025
Q2 		– Sell
-14,140
Closed -$543K – 1742
2025
Q1 		$543K Sell
14,140
-1,760
-11% -$73.2K ﹤0.01% 1458
2024
Q4 		$669K Buy
+15,900
New +$687K ﹤0.01% 1384
2023
Q1 		– Sell
-4,764
Closed -$156K – 2555
2022
Q4 		$156K Buy
4,764
+20
+0.4% +$664 ﹤0.01% 1788
2022
Q3 		$145K Buy
4,744
+351
+8% +$11.8K ﹤0.01% 1796
2022
Q2 		$138K Buy
4,393
+14
+0.3% +$482 ﹤0.01% 1788
2022
Q1 		$166K Buy
4,379
+10
+0.2% +$377 ﹤0.01% 1766
2021
Q4 		$176K Buy
4,369
+1,454
+50% +$58.9K ﹤0.01% 1694
2021
Q3 		$113K Buy
2,915
+626
+27% +$24.8K ﹤0.01% 1805
2021
Q2 		$92K Buy
2,289
+4
+0.2% +$159 ﹤0.01% 1834
2021
Q1 		$88K Buy
+2,285
New +$86.1K ﹤0.01% 1663

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

Rockefeller Capital Management's ESML Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 23% in Q1 2026, buying an estimated $238K and bringing the position to 26,309 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Rockefeller Capital Management first reported a position in ESML in Q1 2021 and has held it in 13 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Rockefeller Capital Management held 26,309 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.24M as of Q1 2026.
  • Rockefeller Capital Management bought 4,899 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $238K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1516 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 13 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.