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Topel & Distasi Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Topel & Distasi Wealth 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 		$1.43M Sell
25,595
-1,957
-7% -$102K 0.69% 30
2026
Q1 		$1.3M Sell
27,552
-4,729
-15% -$229K 0.67% 31
2025
Q4 		$1.48M Sell
32,281
-824
-2% -$37.6K 0.72% 32
2025
Q3 		$1.49M Sell
33,105
-242
-0.7% -$10.5K 0.74% 33
2025
Q2 		$1.38M Buy
33,347
+1,925
+6% +$74.5K 0.72% 33
2025
Q1 		$1.21M Buy
31,422
+5,782
+23% +$240K 0.56% 40
2024
Q4 		$1.08M Sell
25,640
-233
-0.9% -$10.1K 0.46% 46
2024
Q3 		$1.08M Buy
25,873
+2,071
+9% +$83.3K 0.45% 48
2024
Q2 		$916K Buy
23,802
+35
+0.1% +$1.35K 0.4% 50
2024
Q1 		$957K Buy
23,767
+919
+4% +$35K 0.42% 49
2023
Q4 		$868K Sell
22,848
-31
-0.1% -$1.06K 0.41% 49
2023
Q3 		$770K Buy
22,879
+1,295
+6% +$46.1K 0.4% 48
2023
Q2 		$767K Buy
21,584
+451
+2% +$15.3K 0.39% 48
2023
Q1 		$718K Buy
21,133
+5,343
+34% +$187K 0.37% 48
2022
Q4 		$519K Buy
15,790
+225
+1% +$7.47K 0.29% 54
2022
Q3 		$537K Buy
15,565
+1,469
+10% +$49.6K 0.3% 55
2022
Q2 		$444K Buy
14,096
+684
+5% +$23.5K 0.26% 55
2022
Q1 		$510K Buy
13,412
+785
+6% +$29.6K 0.21% 62
2021
Q4 		$509K Buy
+12,627
New +$511K 0.21% 63

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

Topel & Distasi Wealth Management's ESML Position: Q2 2026 in Review

Topel & Distasi Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7.1% in Q2 2026, selling an estimated $102K and leaving 25,595 shares worth $1.43M. The position accounts for 0.69% of the portfolio, ranked #30.

Topel & Distasi Wealth Management first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q3 2025. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Topel & Distasi Wealth Management held 25,595 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.43M as of Q2 2026.
  • Topel & Distasi Wealth Management sold 1,957 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $102K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.69% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.49M in Q3 2025.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.