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

UMB 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	$234K	Hold	4,186	–	–	﹤0.01%	687
2026 Q1	$197K	Hold	4,186	–	–	﹤0.01%	700
2025 Q4	$192K	Hold	4,186	–	–	﹤0.01%	690
2025 Q3	$189K	Hold	4,186	–	–	﹤0.01%	635
2025 Q2	$173K	Hold	4,186	–	–	﹤0.01%	628
2025 Q1	$161K	Hold	4,186	–	–	﹤0.01%	614
2024 Q4	$176K	Buy	4,186 +880	+27%	+$38K	﹤0.01%	578
2024 Q3	$138K	Hold	3,306	–	–	﹤0.01%	644
2024 Q2	$127K	Hold	3,306	–	–	﹤0.01%	638
2024 Q1	$133K	Hold	3,306	–	–	﹤0.01%	643
2023 Q4	$126K	Sell	3,306 -777	-19%	-$26.5K	﹤0.01%	663
2023 Q3	$137K	Sell	4,083 -777	-16%	-$27.7K	﹤0.01%	637
2023 Q2	$173K	Sell	4,860 -6,872	-59%	-$233K	﹤0.01%	602
2023 Q1	$399K	Hold	11,732	–	–	0.01%	443
2022 Q4	$386K	Buy	11,732 +3,108	+36%	+$103K	0.01%	458
2022 Q3	$264K	Hold	8,624	–	–	﹤0.01%	536
2022 Q2	$272K	Hold	8,624	–	–	﹤0.01%	562
2022 Q1	$328K	Hold	8,624	–	–	﹤0.01%	552
2021 Q4	$348K	Buy	+8,624	New	+$349K	﹤0.01%	556

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 29.2% 1-Year Est. Return

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

UMB Bank's ESML Position: Q2 2026 in Review

UMB Bank held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 4,186 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

UMB Bank first reported a position in ESML in Q4 2021 and has held it in 19 quarters since. The position peaked at $399K in Q1 2023. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

UMB Bank held 4,186 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $234K as of Q2 2026.
UMB Bank left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #687 holding.
UMB Bank first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
UMB Bank's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $399K in Q1 2023.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.