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
Q2 		$3.36M Buy
60,131
+33,822
+129% +$1.76M 0.01% 1145
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

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

Rockefeller Capital Management's ESML Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 129% in Q2 2026, buying an estimated $1.76M and bringing the position to 60,131 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #1145.

Rockefeller Capital Management first reported a position in ESML in Q1 2021 and has held it in 14 quarters since. 478 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Rockefeller Capital Management held 60,131 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $3.36M as of Q2 2026.
  • Rockefeller Capital Management bought 33,822 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.76M.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1145 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 14 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.