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

Savant 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 		$4.88M Sell
87,222
-10,388
-11% -$540K 0.01% 415
2026
Q1 		$4.59M Sell
97,610
-3,833
-4% -$186K 0.02% 278
2025
Q4 		$4.66M Sell
101,443
-28,644
-22% -$1.31M 0.03% 256
2025
Q3 		$5.86M Sell
130,087
-4,484
-3% -$195K 0.04% 218
2025
Q2 		$5.56M Sell
134,571
-17,567
-12% -$680K 0.04% 207
2025
Q1 		$5.84M Sell
152,138
-19,637
-11% -$816K 0.05% 191
2024
Q4 		$7.22M Sell
171,775
-40,943
-19% -$1.77M 0.06% 188
2024
Q3 		$8.9M Sell
212,718
-4,206
-2% -$169K 0.07% 162
2024
Q2 		$8.35M Buy
216,924
+10,841
+5% +$419K 0.08% 155
2024
Q1 		$8.3M Sell
206,083
-6,529
-3% -$248K 0.1% 142
2023
Q4 		$8.08M Buy
212,612
+7,975
+4% +$272K 0.1% 137
2023
Q3 		$6.89M Sell
204,637
-1,035
-0.5% -$36.8K 0.1% 141
2023
Q2 		$7.31M Buy
205,672
+7,717
+4% +$261K 0.11% 131
2023
Q1 		$6.73M Buy
197,955
+112,529
+132% +$3.93M 0.13% 118
2022
Q4 		$2.65M Buy
85,426
+23,658
+38% +$786K 0.06% 140
2022
Q3 		$1.89M Buy
61,768
+3,720
+6% +$126K 0.06% 161
2022
Q2 		$1.83M Buy
58,048
+3,431
+6% +$118K 0.06% 157
2022
Q1 		$2.08M Buy
54,617
+7,857
+17% +$296K 0.07% 150
2021
Q4 		$1.89M Buy
46,760
+5,864
+14% +$237K 0.06% 169
2021
Q3 		$1.59M Buy
40,896
+5,451
+15% +$216K 0.06% 168
2021
Q2 		$1.43M Buy
35,445
+2,929
+9% +$116K 0.06% 169
2021
Q1 		$1.25M Buy
32,516
+1,191
+4% +$44.9K 0.07% 168
2020
Q4 		$1.07M Buy
31,325
+5,759
+23% +$177K 0.06% 181
2020
Q3 		$678K Buy
25,566
+6,695
+35% +$177K 0.05% 213
2020
Q2 		$473K Buy
18,871
+5,369
+40% +$124K 0.04% 252
2020
Q1 		$269K Buy
+13,502
New +$351K 0.03% 313

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

Savant Capital's ESML Position: Q2 2026 in Review

Savant Capital reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 11% in Q2 2026, selling an estimated $540K and leaving 87,222 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #415.

Savant Capital first reported a position in ESML in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.9M in Q3 2024. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Savant Capital held 87,222 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.88M as of Q2 2026.
  • Savant Capital sold 10,388 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $540K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #415 holding.
  • Savant Capital first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Savant Capital's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $8.9M in Q3 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.