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

Whitegate Investment Counselors’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 		$225K Buy
+4,018
New +$209K 0.06% 68
2026
Q1 		– Sell
-4,360
Closed -$200K – 68
2025
Q4 		$200K Buy
+4,360
New +$199K 0.06% 64

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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Whitegate Investment Counselors's ESML Position: Q2 2026 in Review

Whitegate Investment Counselors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 4,018 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #68 among its holdings. This is a return to the name: Whitegate Investment Counselors previously reported a position in ESML as recently as Q4 2025.

Whitegate Investment Counselors first reported a position in ESML in Q4 2025 and has held it in 2 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Whitegate Investment Counselors held 4,018 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $225K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Whitegate Investment Counselors position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Whitegate Investment Counselors's portfolio in Q2 2026, its #68 holding.
  • Whitegate Investment Counselors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.