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Mather Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Mather 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
Q1 		$5.27M Buy
112,177
+26
+0% +$1.26K 0.05% 130
2025
Q4 		$5.16M Buy
112,151
+2,759
+3% +$126K 0.05% 119
2025
Q3 		$4.93M Sell
109,392
-213
-0.2% -$9.25K 0.05% 126
2025
Q2 		$4.53M Buy
109,605
+1,932
+2% +$74.8K 0.05% 122
2025
Q1 		$4.14M Sell
107,673
-1,749
-2% -$72.7K 0.05% 125
2024
Q4 		$4.6M Buy
109,422
+2,032
+2% +$87.8K 0.06% 117
2024
Q3 		$4.49M Buy
107,390
+3,992
+4% +$160K 0.06% 118
2024
Q2 		$4.16M Buy
103,398
+6,800
+7% +$263K 0.05% 129
2024
Q1 		$3.67M Sell
96,598
-581
-0.6% -$22.1K 0.06% 111
2023
Q4 		$3.69M Buy
97,179
+28,497
+41% +$973K 0.06% 114
2023
Q3 		$2.31M Buy
68,682
+7,910
+13% +$282K 0.04% 144
2023
Q2 		$2.16M Buy
60,772
+1,504
+3% +$50.9K 0.03% 158
2023
Q1 		$2.01M Buy
59,268
+6,169
+12% +$215K 0.04% 148
2022
Q4 		$1.75M Buy
53,099
+9,687
+22% +$322K 0.03% 147
2022
Q3 		$1.33M Buy
43,412
+9,314
+27% +$314K 0.03% 163
2022
Q2 		$1.07M Buy
34,098
+4,186
+14% +$144K 0.02% 172
2022
Q1 		$1.14M Buy
29,912
+105
+0.4% +$3.96K 0.02% 157
2021
Q4 		$1.2M Buy
29,807
+1,763
+6% +$71.4K 0.02% 134
2021
Q3 		$1.09M Buy
28,044
+5,341
+24% +$211K 0.03% 110
2021
Q2 		$917K Buy
22,703
+1,951
+9% +$77.6K 0.02% 113
2021
Q1 		$800K Buy
20,752
+742
+4% +$28K 0.02% 115
2020
Q4 		$683K Buy
+20,010
New +$615K 0.02% 116

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mather Group's ESML Position: Q1 2026 in Review

Mather Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.02% in Q1 2026, buying an estimated $1.26K and bringing the position to 112,177 shares worth $5.27M. The position accounts for 0.05% of the portfolio, ranked #130.

Mather Group first reported a position in ESML in Q4 2020 and has held it in 22 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Mather Group held 112,177 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $5.27M as of Q1 2026.
  • Mather Group bought 26 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $1.26K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of Mather Group's portfolio in Q1 2026, its #130 holding.
  • Mather Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.