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

Rossmore Private Capital’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 		$114K Hold
2,042
– – 0.01% 317
2026
Q1 		$96K Hold
2,042
– – 0.01% 307
2025
Q4 		$93.9K Hold
2,042
– – 0.01% 306
2025
Q3 		$92.1K Buy
+2,042
New +$88.7K 0.01% 277

Other funds holding ESML

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Rossmore Private Capital's ESML Position: Q2 2026 in Review

Rossmore Private Capital held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 2,042 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #317.

Rossmore Private Capital first reported a position in ESML in Q3 2025 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Rossmore Private Capital held 2,042 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $114K as of Q2 2026.
  • Rossmore Private Capital left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #317 holding.
  • Rossmore Private Capital first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.