Sand Hill Global Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Sand Hill Global Advisors’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	$25.6M	Sell	457,065 -15,337	-3%	-$798K	0.77%	22
2026 Q1	$22.2M	Sell	472,402 -2,189	-0.5%	-$106K	0.75%	22
2025 Q4	$21.8M	Buy	474,591 +173,086	+57%	+$7.89M	0.76%	23
2025 Q3	$13.6M	Sell	301,505 -2,730	-0.9%	-$119K	0.48%	32
2025 Q2	$12.6M	Sell	304,235 -10,133	-3%	-$392K	0.47%	31
2025 Q1	$12.1M	Buy	314,368 +8,690	+3%	+$361K	0.5%	32
2024 Q4	$12.9M	Buy	305,678 +6,927	+2%	+$299K	0.54%	29
2024 Q3	$12.5M	Buy	298,751 +3,217	+1%	+$129K	0.53%	30
2024 Q2	$11.4M	Sell	295,534 -1,346	-0.5%	-$52K	0.52%	28
2024 Q1	$12M	Sell	296,880 -1,551	-0.5%	-$59K	0.57%	30
2023 Q4	$11.3M	Buy	298,431 +12,736	+4%	+$435K	0.55%	31
2023 Q3	$9.61M	Sell	285,695 -1,136	-0.4%	-$40.4K	0.53%	29
2023 Q2	$10.2M	Buy	286,831 +2,849	+1%	+$96.4K	0.51%	28
2023 Q1	$9.65M	Buy	283,982 +1,090	+0.4%	+$38.1K	0.52%	30
2022 Q4	$9.3M	Buy	282,892 +77,277	+38%	+$2.57M	0.53%	31
2022 Q3	$6.31M	Sell	205,615 -5,825	-3%	-$197K	0.4%	39
2022 Q2	$6.66M	Buy	211,440 +27,492	+15%	+$946K	0.38%	43
2022 Q1	$7M	Buy	183,948 +55,477	+43%	+$2.09M	0.39%	43
2021 Q4	$5.18M	Buy	128,471 +30,168	+31%	+$1.22M	0.29%	56
2021 Q3	$3.83M	Buy	98,303 +4,815	+5%	+$190K	0.23%	61
2021 Q2	$3.77M	Buy	93,488 +2,826	+3%	+$112K	0.23%	58
2021 Q1	$3.49M	Buy	90,662 +7,260	+9%	+$274K	0.23%	62
2020 Q4	$2.85M	Buy	83,402 +8,257	+11%	+$254K	0.19%	63
2020 Q3	$1.99M	Buy	75,145 +15,337	+26%	+$405K	0.15%	64
2020 Q2	$1.5M	Buy	+59,808	New	+$1.38M	0.12%	71

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Sand Hill Global Advisors's ESML Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.2% in Q2 2026, selling an estimated $798K and leaving 457,065 shares worth $25.6M. The position accounts for 0.77% of the portfolio, ranked #22.

Sand Hill Global Advisors first reported a position in ESML in Q2 2020 and has held it in 25 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Sand Hill Global Advisors held 457,065 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $25.6M as of Q2 2026.
Sand Hill Global Advisors sold 15,337 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $798K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.77% of Sand Hill Global Advisors's portfolio in Q2 2026, its #22 holding.
Sand Hill Global Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.