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

Apella 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	$5.96M	Buy	113,841 +4,218	+4%	+$230K	0.08%	169
2026 Q2	$5.96M	Buy	109,623 +2,155	+2%	+$112K	0.08%	153
2026 Q1	$5.51M	Buy	107,468 +23,450	+28%	+$1.14M	0.08%	156
2025 Q4	$3.86M	Buy	84,018 +6,629	+9%	+$302K	0.08%	147
2025 Q3	$3.48M	Buy	77,389 +6,286	+9%	+$273K	0.08%	144
2025 Q2	$2.99M	Buy	71,103 +2,737	+4%	+$106K	0.08%	135
2025 Q1	$2.5M	Buy	68,366 +5,901	+9%	+$245K	0.09%	121
2024 Q4	$2.63M	Buy	62,465 +1,029	+2%	+$44.5K	0.1%	101
2024 Q3	$2.54M	Buy	61,436 +3,880	+7%	+$156K	0.1%	92
2024 Q2	$2.19M	Buy	57,556 +1,166	+2%	+$45K	0.1%	93
2024 Q1	$2.23M	Buy	56,390 +7,366	+15%	+$280K	0.11%	91
2023 Q4	$1.81M	Sell	49,024 -606	-1%	-$20.7K	0.1%	98
2023 Q3	$1.67M	Buy	49,630 +1,317	+3%	+$46.9K	0.12%	89
2023 Q2	$1.72M	Buy	+48,313	New	+$1.64M	0.12%	90
2022 Q4	$1.5M	Buy	45,707 +6,385	+16%	+$212K	0.14%	84
2022 Q3	$1.21M	Buy	39,322 +2,444	+7%	+$82.5K	0.14%	86
2022 Q2	$1.16M	Buy	36,878 +2,341	+7%	+$80.6K	0.14%	93
2022 Q1	$1.31M	Buy	34,537 +2,342	+7%	+$88.3K	0.19%	79
2021 Q4	$1.3M	Buy	32,195 +2,993	+10%	+$121K	0.17%	78
2021 Q3	$1.14M	Buy	29,202 +4,342	+17%	+$172K	0.16%	90
2021 Q2	$1M	Buy	24,860 +12,950	+109%	+$515K	0.16%	91
2021 Q1	$459K	Buy	11,910 +5,304	+80%	+$200K	0.14%	86
2020 Q4	$225K	Buy	+6,606	New	+$203K	0.08%	123

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

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Apella Capital's ESML Position: Q3 2026 in Review

Apella Capital increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.8% in Q3 2026, buying an estimated $230K and bringing the position to 113,841 shares worth $5.96M. The position accounts for 0.08% of the portfolio, ranked #169.

Apella Capital first reported a position in ESML in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.96M in Q2 2026. 130 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Apella Capital held 113,841 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $5.96M as of Q3 2026.
Apella Capital bought 4,218 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $230K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Apella Capital's portfolio in Q3 2026, its #169 holding.
Apella Capital first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Apella Capital's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $5.96M in Q2 2026.
130 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.