Mather Group
ESML icon

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
Q3 		$6.68M Buy
128,371
+4,515
+4% +$246K 0.06% 146
2026
Q2 		$6.93M Buy
123,856
+11,679
+10% +$607K 0.06% 131
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

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Mather Group's ESML Position: Q3 2026 in Review

Mather Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.6% in Q3 2026, buying an estimated $246K and bringing the position to 128,371 shares worth $6.68M. The position accounts for 0.06% of the portfolio, ranked #146.

Mather Group first reported a position in ESML in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.93M in Q2 2026. 109 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Mather Group held 128,371 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $6.68M as of Q3 2026.
  • Mather Group bought 4,515 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $246K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Mather Group's portfolio in Q3 2026, its #146 holding.
  • Mather Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Mather Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $6.93M in Q2 2026.
  • 109 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.