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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Matthew Hamilton Rosenberg's ESML Position: Q2 2026 in Review

Matthew Hamilton Rosenberg opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 438 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Matthew Hamilton Rosenberg previously reported a position in ESML as recently as Q3 2023.

Matthew Hamilton Rosenberg first reported a position in ESML in Q3 2021 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Matthew Hamilton Rosenberg held 438 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $24.5K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Matthew Hamilton Rosenberg position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #536 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 10 quarters since.
476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.