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

Whittier Trust’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 		$345K Buy
6,277
+76
+1% +$3.95K ﹤0.01% 540
2026
Q1 		$296K Sell
6,201
-25,000
-80% -$1.21M ﹤0.01% 514
2025
Q4 		$1.5M Hold
31,201
– – 0.02% 302
2025
Q3 		$1.43M Hold
31,201
– – 0.02% 304
2025
Q2 		$1.29M Hold
31,201
– – 0.02% 347
2025
Q1 		$1.2M Hold
31,201
– – 0.02% 355
2024
Q4 		$1.31M Hold
31,201
– – 0.02% 340
2024
Q3 		$1.3M Hold
31,201
– – 0.02% 337
2024
Q2 		$1.2M Hold
31,201
– – 0.02% 331
2024
Q1 		$1.26M Hold
31,201
– – 0.02% 326
2023
Q4 		$1.19M Sell
31,201
-3,750
-11% -$128K 0.02% 325
2023
Q3 		$1.18M Buy
34,951
+5,191
+17% +$185K 0.02% 321
2023
Q2 		$1.06M Hold
29,760
– – 0.02% 347
2023
Q1 		$1.01M Hold
29,760
– – 0.02% 352
2022
Q4 		$979K Sell
29,760
-821
-3% -$27.3K 0.02% 357
2022
Q3 		$938K Hold
30,581
– – 0.02% 353
2022
Q2 		$964K Sell
30,581
-2,992
-9% -$103K 0.02% 358
2022
Q1 		$1.28M Hold
33,573
– – 0.02% 335
2021
Q4 		$1.35M Sell
33,573
-7,935
-19% -$321K 0.02% 324
2021
Q3 		$1.62M Buy
41,508
+3,750
+10% +$148K 0.03% 297
2021
Q2 		$1.52M Hold
37,758
– – 0.03% 303
2021
Q1 		$1.46M Buy
37,758
+1,213
+3% +$45.7K 0.03% 309
2020
Q4 		$1.25M Hold
36,545
– – 0.03% 304
2020
Q3 		$969K Hold
36,545
– – 0.02% 327
2020
Q2 		$916K Sell
36,545
-1,980
-5% -$45.6K 0.03% 314
2020
Q1 		$769K Buy
38,525
+20,000
+108% +$521K 0.03% 323
2019
Q4 		$535K Buy
18,525
+7,025
+61% +$194K 0.01% 393
2019
Q3 		$307K Hold
11,500
– – 0.01% 476
2019
Q2 		$310K Hold
11,500
– – 0.01% 462
2019
Q1 		$304K Buy
+11,500
New +$295K 0.01% 464

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Whittier Trust's ESML Position: Q2 2026 in Review

Whittier Trust increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.2% in Q2 2026, buying an estimated $3.95K and bringing the position to 6,277 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Whittier Trust first reported a position in ESML in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.62M in Q3 2021. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Whittier Trust held 6,277 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $345K as of Q2 2026.
  • Whittier Trust bought 76 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $3.95K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #540 holding.
  • Whittier Trust first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Whittier Trust's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.62M in Q3 2021.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.