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Kennebec Savings Bank’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Kennebec Savings Bank’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 		$61.5K Hold
1,099
– – 0.05% 148
2026
Q1 		$51.7K Hold
1,099
– – 0.05% 137
2025
Q4 		$50.5K Hold
1,099
– – 0.04% 137
2025
Q3 		$49.5K Sell
1,099
-248
-18% -$10.8K 0.05% 137
2025
Q2 		$55.7K Buy
1,347
+135
+11% +$5.23K 0.05% 131
2025
Q1 		$46.6K Buy
1,212
+42
+4% +$1.75K 0.05% 146
2024
Q4 		$48.9K Buy
+1,170
New +$50.6K 0.05% 137

Other funds holding ESML

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BFA
Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

Kennebec Savings Bank's ESML Position: Q2 2026 in Review

Kennebec Savings Bank held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 1,099 shares worth $61.5K. The position accounts for 0.05% of the portfolio, ranked #148.

Kennebec Savings Bank first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Kennebec Savings Bank held 1,099 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $61.5K as of Q2 2026.
  • Kennebec Savings Bank 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 0.05% of Kennebec Savings Bank's portfolio in Q2 2026, its #148 holding.
  • Kennebec Savings Bank first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.