A&I Financial Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

A&I Financial Services’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	$1.64M	Sell	29,235 -1,051	-3%	-$54.7K	0.71%	21
2026 Q1	$1.42M	Sell	30,286 -1,238	-4%	-$60K	0.67%	21
2025 Q4	$1.45M	Buy	31,524 +769	+3%	+$35.1K	0.69%	20
2025 Q3	$1.39M	Buy	30,755 +685	+2%	+$29.8K	0.68%	20
2025 Q2	$1.24M	Buy	30,070 +1,848	+7%	+$71.5K	0.7%	19
2025 Q1	$1.08M	Buy	28,222 +2,745	+11%	+$114K	0.73%	19
2024 Q4	$1.07M	Buy	+25,477	New	+$1.1M	1.04%	17

Other funds holding ESML

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return