NBT Bank
ESML icon

NBT Bank’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

NBT Bank’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 		– Sell
-2,228
Closed -$125K – 715
2026
Q2 		$125K Sell
2,228
-7
-0.3% -$364 0.01% 415
2026
Q1 		$105K Hold
2,235
– – 0.01% 423
2025
Q4 		$103K Buy
2,235
+172
+8% +$7.84K 0.01% 426
2025
Q3 		$93K Hold
2,063
– – 0.01% 435
2025
Q2 		$85.3K Hold
2,063
– – 0.01% 435
2025
Q1 		$79.2K Sell
2,063
-175
-8% -$7.27K 0.01% 444
2024
Q4 		$94.1K Hold
2,238
– – 0.01% 427
2024
Q3 		$93.6K Buy
+2,238
New +$90K 0.01% 441

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Architects
Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

NBT Bank's ESML Position: Q3 2026 in Review

NBT Bank sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2026, closing a stake of 2,228 shares — an estimated $125K sold.

NBT Bank first reported a position in ESML in Q3 2024 and held it in 8 quarters. The position peaked at $125K in Q2 2026. 295 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • NBT Bank reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • NBT Bank sold 2,228 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $125K.
  • NBT Bank first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and held it in 8 quarters.
  • NBT Bank's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $125K in Q2 2026.
  • 295 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.