AlphaCore Capital’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

AlphaCore Capital’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	$23.8K	Hold	458	–	–	﹤0.01%	1577
2026 Q2	$25.6K	Hold	458	–	–	﹤0.01%	1348
2026 Q1	$21.5K	Hold	458	–	–	﹤0.01%	1071
2025 Q4	$21.1K	Buy	+458	New	+$20.9K	﹤0.01%	1253
2020 Q2	–	Sell	-456	Closed	-$9K	–	151
2020 Q1	$9K	Buy	+456	New	+$11.9K	0.01%	224

Other funds holding ESML

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

AlphaCore Capital's ESML Position: Q3 2026 in Review

AlphaCore Capital held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 458 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

AlphaCore Capital first reported a position in ESML in Q1 2020 and has held it in 5 quarters since. The position peaked at $25.6K in Q2 2026. 293 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

AlphaCore Capital held 458 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $23.8K as of Q3 2026.
AlphaCore Capital 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 ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1577 holding.
AlphaCore Capital first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2020 and has held it in 5 quarters since.
AlphaCore Capital's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $25.6K in Q2 2026.
293 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.