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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
Q1 		– Sell
-4,360
Closed -$200K – 68
2025
Q4 		$200K Buy
+4,360
New +$199K 0.06% 64

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Whitegate Investment Counselors's ESML Position: Q1 2026 in Review

Whitegate Investment Counselors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2026, closing a stake of 4,360 shares — an estimated $200K sold.

Whitegate Investment Counselors first reported a position in ESML in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Whitegate Investment Counselors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Whitegate Investment Counselors sold 4,360 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $200K.
  • Whitegate Investment Counselors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Whitegate Investment Counselors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $200K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.