TC
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
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

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return