Clean Yield Group
ESML icon

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
Q3 		$168K Hold
3,223
– – 0.04% 162
2026
Q2 		$180K Hold
3,223
– – 0.04% 152
2026
Q1 		$152K Buy
+3,223
New +$156K 0.04% 156

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Modera Wealth Management
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Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Clean Yield Group's ESML Position: Q3 2026 in Review

Clean Yield Group held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 3,223 shares worth $168K. The position accounts for 0.04% of the portfolio, ranked #162.

Clean Yield Group first reported a position in ESML in Q1 2026 and has held it in 3 quarters since. The position peaked at $180K in Q2 2026. 212 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Clean Yield Group held 3,223 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $168K as of Q3 2026.
  • Clean Yield Group left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Clean Yield Group's portfolio in Q3 2026, its #162 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 3 quarters since.
  • Clean Yield Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $180K in Q2 2026.
  • 212 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.