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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
Q2 		$180K Hold
3,223
– – 0.04% 152
2026
Q1 		$152K Buy
+3,223
New +$156K 0.04% 156

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

Clean Yield Group's ESML Position: Q2 2026 in Review

Clean Yield Group held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 3,223 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #152.

Clean Yield Group first reported a position in ESML in Q1 2026 and has held it in 2 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Clean Yield Group held 3,223 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $180K as of Q2 2026.
  • Clean Yield Group left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Clean Yield Group's portfolio in Q2 2026, its #152 holding.
  • Clean Yield Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2026 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 Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.