Rosenberg Matthew Hamilton ESML — ISHARES ESG AWARE

Ownership history in Rosenberg Matthew Hamilton  ·  11 quarters on record

AI Ownership Summary

Rosenberg Matthew Hamilton reported ISHARES ESG AWARE (ESML) in 11 quarterly 13F filings from 2026 Q2 through 2026 Q3. The latest visible filing shows ESML at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESML ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rosenberg Matthew Hamilton's position in ISHARES ESG AWARE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ESML was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESML stock page Rosenberg Matthew Hamilton fund profile Rosenberg Matthew Hamilton full holdings
How Rosenberg Matthew Hamilton held ESML — position size vs. price
% of Fund (quarterly)    ESML price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 438 — 0% 0.00% $23K 2026-10-05 $53.15
2026 Q2 ADDED — — — 438 +430 +5375.0% 0.00% $24K 2026-07-17 $53.81
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ESML

As of 2026 Q3 — sorted by position size

Midwest Financial Partners Investments, Inc. 0.76% Cambridge Financial Group, LLC 0.4% LWM ADVISORS INC 0.27% Nautilus Advisors LLC 0.27% TOMPKINS FINANCIAL CORP 3Y 7Y 0.2% Boston Standard Wealth Management, LLC 3Y 7Y 0.14% Apella Capital, LLC 3Y 0.08% First Heartland Consultants, Inc. 3Y 7Y 0.06% Gradient Investments LLC 3Y 7Y 0.06% Bangor Savings Bank 3Y 7Y 0.04%

FAQ About Rosenberg Matthew Hamilton and ESML

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rosenberg Matthew Hamilton reported owning ESML?

Rosenberg Matthew Hamilton reported ESML across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported ESML position in Rosenberg Matthew Hamilton's portfolio?

The largest reported portfolio weight for ESML was 0.00% in 2026 Q2.

What is the latest reported ESML position on this page?

The most recent filing on this page is 2026 Q3, when Rosenberg Matthew Hamilton reported 438 shares, equal to 0.00% of portfolio, with an estimated market value of $23K.

What does the chart on this ESML ownership page compare?

The chart compares Rosenberg Matthew Hamilton's quarterly ESML portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Rosenberg Matthew Hamilton time their ESML position?

Based on 13F filing dates vs. subsequent ESML price moves, Rosenberg Matthew Hamilton correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on ESML relative to SPY over the holding period was -5.0%.

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