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YANKCOM Partnership’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

YANKCOM Partnership’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 		$159K Hold
3,060
– – 0.06% 160
2026
Q2 		$171K Buy
+3,060
New +$159K 0.06% 159

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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

YANKCOM Partnership's ESML Position: Q3 2026 in Review

YANKCOM Partnership held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 3,060 shares worth $159K. The position accounts for 0.06% of the portfolio, ranked #160.

YANKCOM Partnership first reported a position in ESML in Q2 2026 and has held it in 2 quarters since. The position peaked at $171K in Q2 2026. 338 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • YANKCOM Partnership held 3,060 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $159K as of Q3 2026.
  • YANKCOM Partnership left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of YANKCOM Partnership's portfolio in Q3 2026, its #160 holding.
  • YANKCOM Partnership first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • YANKCOM Partnership's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $171K in Q2 2026.
  • 338 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.