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Tompkins Financial’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Tompkins Financial’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 		$2.89M Buy
55,554
+711
+1% +$38.7K 0.2% 70
2026
Q2 		$3.07M Buy
+54,843
New +$2.85M 0.21% 68

Other funds holding ESML

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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
BIAS
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
PP
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Tompkins Financial's ESML Position: Q3 2026 in Review

Tompkins Financial increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.3% in Q3 2026, buying an estimated $38.7K and bringing the position to 55,554 shares worth $2.89M. The position accounts for 0.2% of the portfolio, ranked #70.

Tompkins Financial first reported a position in ESML in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.07M in Q2 2026. 83 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Tompkins Financial held 55,554 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.89M as of Q3 2026.
  • Tompkins Financial bought 711 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $38.7K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.2% of Tompkins Financial's portfolio in Q3 2026, its #70 holding.
  • Tompkins Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Tompkins Financial's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $3.07M in Q2 2026.
  • 83 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.