MWM
ESML icon

Mascoma Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Mascoma Wealth Management’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 		$1.54M Buy
27,573
+3,116
+13% +$162K 0.29% 34
2026
Q1 		$1.15M Sell
24,457
-2,213
-8% -$107K 0.24% 38
2025
Q4 		$1.23M Buy
26,670
+1,025
+4% +$46.7K 0.26% 38
2025
Q3 		$1.16M Buy
25,645
+1,494
+6% +$64.9K 0.25% 37
2025
Q2 		$998K Sell
24,151
-2,869
-11% -$111K 0.23% 36
2025
Q1 		$1.04M Sell
27,020
-1,007
-4% -$41.9K 0.26% 36
2024
Q4 		$1.18M Sell
28,027
-478
-2% -$20.7K 0.3% 31
2024
Q3 		$1.19M Buy
28,505
+3,041
+12% +$122K 0.3% 31
2024
Q2 		$980K Sell
25,464
-5,047
-17% -$195K 0.26% 30
2024
Q1 		$1.23M Sell
30,511
-6,740
-18% -$256K 0.35% 27
2023
Q4 		$1.42M Sell
37,251
-9,794
-21% -$334K 0.43% 32
2023
Q3 		$1.58M Sell
47,045
-3,942
-8% -$140K 0.49% 32
2023
Q2 		$1.86M Sell
50,987
-2,847
-5% -$96.4K 0.57% 28
2023
Q1 		$1.8M Buy
53,834
+486
+0.9% +$17K 0.53% 35
2022
Q4 		$1.75M Sell
53,348
-1,309
-2% -$43.5K 0.56% 36
2022
Q3 		$1.68M Buy
54,657
+943
+2% +$31.8K 0.58% 36
2022
Q2 		$1.69M Buy
53,714
+218
+0.4% +$7.5K 0.58% 37
2022
Q1 		$2.04M Buy
53,496
+2,288
+4% +$86.2K 0.65% 36
2021
Q4 		$2.06M Buy
51,208
+2,352
+5% +$95.2K 0.71% 34
2021
Q3 		$1.91M Buy
48,856
+1,651
+3% +$65.3K 0.74% 30
2021
Q2 		$1.91M Buy
47,205
+4,674
+11% +$186K 0.81% 28
2021
Q1 		$1.64M Buy
42,531
+31,681
+292% +$1.19M 0.71% 30
2020
Q4 		$370K Buy
+10,850
New +$334K 0.19% 67
2019
Q3 		– Sell
-2,781
Closed -$75K – 163
2019
Q2 		$75K Buy
+2,781
New +$74K 0.05% 133

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

Mascoma Wealth Management's ESML Position: Q2 2026 in Review

Mascoma Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 13% in Q2 2026, buying an estimated $162K and bringing the position to 27,573 shares worth $1.54M. The position accounts for 0.29% of the portfolio, ranked #34.

Mascoma Wealth Management first reported a position in ESML in Q2 2019 and has held it in 24 quarters since. The position peaked at $2.06M in Q4 2021. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Mascoma Wealth Management held 27,573 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.54M as of Q2 2026.
  • Mascoma Wealth Management bought 3,116 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $162K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.29% of Mascoma Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Mascoma Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2019 and has held it in 24 quarters since.
  • Mascoma Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.06M in Q4 2021.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.