Trust Company
ESML icon

Trust Company’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Trust Company’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
Q3 		$329K Buy
6,324
+105
+2% +$5.72K 0.03% 132
2026
Q2 		$348K Sell
6,219
-603
-9% -$31.4K 0.03% 126
2026
Q1 		$321K Sell
6,822
-799
-10% -$38.8K 0.03% 143
2025
Q4 		$350K Buy
7,621
+797
+12% +$36.3K 0.03% 138
2025
Q3 		$308K Buy
6,824
+631
+10% +$27.4K 0.03% 120
2025
Q2 		$256K Sell
6,193
-361
-6% -$14K 0.03% 129
2025
Q1 		$252K Buy
6,554
+415
+7% +$17.2K 0.03% 131
2024
Q4 		$258K Sell
6,139
-200
-3% -$8.64K 0.03% 126
2024
Q3 		$265K Buy
6,339
+36
+0.6% +$1.45K 0.03% 118
2024
Q2 		$243K Sell
6,303
-269
-4% -$10.4K 0.03% 120
2024
Q1 		$265K Buy
6,572
+600
+10% +$22.8K 0.03% 114
2023
Q4 		$227K Buy
5,972
+294
+5% +$10K 0.03% 122
2023
Q3 		$191K Sell
5,678
-313
-5% -$11.1K 0.03% 130
2023
Q2 		$213K Buy
5,991
+7
+0.1% +$237 0.03% 135
2023
Q1 		$203K Sell
5,984
-427
-7% -$14.9K 0.03% 132
2022
Q4 		$211K Buy
6,411
+324
+5% +$10.8K 0.03% 130
2022
Q3 		$187K Sell
6,087
-1,603
-21% -$54.1K 0.04% 129
2022
Q2 		$242K Buy
7,690
+133
+2% +$4.58K 0.05% 122
2022
Q1 		$287K Buy
+7,557
New +$285K 0.06% 117

Other funds holding ESML

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company's ESML Position: Q3 2026 in Review

Trust Company increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.7% in Q3 2026, buying an estimated $5.72K and bringing the position to 6,324 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #132.

Trust Company first reported a position in ESML in Q1 2022 and has held it in 19 quarters since. The position peaked at $350K in Q4 2025. 154 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Trust Company held 6,324 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $329K as of Q3 2026.
  • Trust Company bought 105 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $5.72K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Trust Company's portfolio in Q3 2026, its #132 holding.
  • Trust Company first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • Trust Company's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $350K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.