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

ABLE Financial Group’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	$314K	Buy	+6,034	New	+$328K	0.05%	176

Other funds holding ESML

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ABLE Financial Group's ESML Position: Q3 2026 in Review

ABLE Financial Group opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2026: 6,034 shares worth $314K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings.

154 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

ABLE Financial Group held 6,034 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $314K as of Q3 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new ABLE Financial Group position in Q3 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of ABLE Financial Group's portfolio in Q3 2026, its #176 holding.
154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.