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 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

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

NBT Bank's ESML Position: Q2 2026 in Review

NBT Bank reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.31% in Q2 2026, selling an estimated $364 and leaving 2,228 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #415.

NBT Bank first reported a position in ESML in Q3 2024 and has held it in 8 quarters since. 477 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

NBT Bank held 2,228 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $125K as of Q2 2026.
NBT Bank sold 7 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $364.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of NBT Bank's portfolio in Q2 2026, its #415 holding.
NBT Bank first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.