HPC
ESML icon

HM Payson & Co’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

HM Payson & Co’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 		$55.9K Hold
1,000
– – ﹤0.01% 682
2026
Q1 		$47K Hold
1,000
– – ﹤0.01% 697
2025
Q4 		$46K Hold
1,000
– – ﹤0.01% 708
2025
Q3 		$45.1K Hold
1,000
– – ﹤0.01% 712
2025
Q2 		$41.3K Sell
1,000
-151,663
-99% -$5.87M ﹤0.01% 676
2025
Q1 		$5.86M Sell
152,663
-7,936
-5% -$330K 0.1% 95
2024
Q4 		$6.75M Buy
160,599
+7,799
+5% +$337K 0.11% 87
2024
Q3 		$6.39M Buy
152,800
+20,168
+15% +$811K 0.11% 96
2024
Q2 		$5.11M Sell
132,632
-45,574
-26% -$1.76M 0.09% 102
2024
Q1 		$7.18M Buy
178,206
+174,441
+4,633% +$6.64M 0.13% 88
2023
Q4 		$143K Buy
3,765
+2,439
+184% +$83.3K ﹤0.01% 437
2023
Q3 		$44.6K Hold
1,326
– – ﹤0.01% 599
2023
Q2 		$47.1K Hold
1,326
– – ﹤0.01% 585
2023
Q1 		$45.1K Hold
1,326
– – ﹤0.01% 594
2022
Q4 		$43.6K Sell
1,326
-4,831
-78% -$160K ﹤0.01% 576
2022
Q3 		$189K Buy
6,157
+2,219
+56% +$74.9K 0.01% 372
2022
Q2 		$124K Buy
3,938
+2,938
+294% +$101K ﹤0.01% 445
2022
Q1 		$38K Sell
1,000
-282
-22% -$10.6K ﹤0.01% 634
2021
Q4 		$52K Buy
1,282
+15
+1% +$607 ﹤0.01% 598
2021
Q3 		$49K Hold
1,267
– – ﹤0.01% 590
2021
Q2 		$51K Buy
1,267
+267
+27% +$10.6K ﹤0.01% 580
2021
Q1 		$39K Hold
1,000
– – ﹤0.01% 642
2020
Q4 		$34K Hold
1,000
– – ﹤0.01% 679
2020
Q3 		$27K Hold
1,000
– – ﹤0.01% 681
2020
Q2 		$25K Buy
+1,000
New +$23.1K ﹤0.01% 640

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

HM Payson & Co's ESML Position: Q2 2026 in Review

HM Payson & Co held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 1,000 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

HM Payson & Co first reported a position in ESML in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.18M in Q1 2024. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • HM Payson & Co held 1,000 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $55.9K as of Q2 2026.
  • HM Payson & Co 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 ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #682 holding.
  • HM Payson & Co first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • HM Payson & Co's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $7.18M in Q1 2024.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.