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Tortoise Investment Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Tortoise Investment 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 		$488K Sell
8,720
-800
-8% -$41.6K 0.04% 174
2026
Q1 		$448K Buy
9,520
+4
+0% +$194 0.04% 169
2025
Q4 		$438K Buy
9,516
+1,698
+22% +$77.4K 0.04% 170
2025
Q3 		$352K Buy
7,818
+625
+9% +$27.1K 0.03% 182
2025
Q2 		$297K Buy
7,193
+316
+5% +$12.2K 0.03% 181
2025
Q1 		$264K Buy
6,877
+2,360
+52% +$98.1K 0.03% 182
2024
Q4 		$190K Buy
4,517
+125
+3% +$5.4K 0.02% 227
2024
Q3 		$184K Buy
4,392
+40
+0.9% +$1.61K 0.02% 238
2024
Q2 		$168K Buy
4,352
+38
+0.9% +$1.47K 0.02% 241
2024
Q1 		$174K Buy
4,314
+27
+0.6% +$1.03K 0.02% 233
2023
Q4 		$163K Buy
4,287
+105
+3% +$3.58K 0.02% 234
2023
Q3 		$141K Buy
4,182
+42
+1% +$1.5K 0.02% 236
2023
Q2 		$147K Buy
4,140
+600
+17% +$20.3K 0.02% 238
2023
Q1 		$120K Hold
3,540
– – 0.02% 247
2022
Q4 		$116K Buy
3,540
+1,770
+100% +$58.8K 0.02% 250
2022
Q3 		$54K Hold
1,770
– – 0.01% 304
2022
Q2 		$56K Hold
1,770
– – 0.01% 283
2022
Q1 		$67K Hold
1,770
– – 0.01% 275
2021
Q4 		$71K Hold
1,770
– – 0.01% 253
2021
Q3 		$69K Buy
1,770
+295
+20% +$11.7K 0.01% 243
2021
Q2 		$60K Buy
1,475
+700
+90% +$27.8K 0.01% 250
2021
Q1 		$30K Buy
+775
New +$29.2K 0.01% 310

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Tortoise Investment Management's ESML Position: Q2 2026 in Review

Tortoise Investment Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 8.4% in Q2 2026, selling an estimated $41.6K and leaving 8,720 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #174.

Tortoise Investment Management first reported a position in ESML in Q1 2021 and has held it in 22 quarters since. 315 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Tortoise Investment Management held 8,720 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $488K as of Q2 2026.
  • Tortoise Investment Management sold 800 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $41.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Tortoise Investment Management's portfolio in Q2 2026, its #174 holding.
  • Tortoise Investment Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.