Clean Yield Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Clean Yield Group’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	$152K	Buy	+3,223	New	+$156K	0.04%	156

Other funds holding ESML

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clean Yield Group's ESML Position: Q1 2026 in Review

Clean Yield Group opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2026: 3,223 shares worth $152K. The stake represents 0.04% of the portfolio and ranks #156 among its holdings.

448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

Clean Yield Group held 3,223 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $152K as of Q1 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Clean Yield Group position in Q1 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Clean Yield Group's portfolio in Q1 2026, its #156 holding.
448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.