Matthew Hamilton Rosenberg’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Matthew Hamilton Rosenberg’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	$22.8K	Hold	438	–	–	﹤0.01%	549
2026 Q2	$24.5K	Buy	+438	New	+$22.8K	﹤0.01%	536
2023 Q4	–	Sell	-8	Closed	-$269	–	934
2023 Q3	$269	Hold	8	–	–	﹤0.01%	848
2023 Q2	$284	Sell	8 -20	-71%	-$677	﹤0.01%	867
2023 Q1	$952	Hold	28	–	–	﹤0.01%	835
2022 Q4	$921	Hold	28	–	–	﹤0.01%	827
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	810
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	771
2022 Q1	$1K	Hold	28	–	–	﹤0.01%	735
2021 Q4	$1K	Buy	28 +8	+40%	+$324	﹤0.01%	710
2021 Q3	$1K	Buy	+20	New	+$791	﹤0.01%	678

Other funds holding ESML

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Matthew Hamilton Rosenberg's ESML Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 438 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Matthew Hamilton Rosenberg first reported a position in ESML in Q3 2021 and has held it in 11 quarters since. The position peaked at $24.5K in Q2 2026. 154 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Matthew Hamilton Rosenberg held 438 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $22.8K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #549 holding.
Matthew Hamilton Rosenberg first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and has held it in 11 quarters since.
Matthew Hamilton Rosenberg's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $24.5K in Q2 2026.
154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.