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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Apella Capital's ESML Position: Q2 2026 in Review

Apella Capital increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2% in Q2 2026, buying an estimated $112K and bringing the position to 109,623 shares worth $5.96M. The position accounts for 0.08% of the portfolio, ranked #153.

Apella Capital first reported a position in ESML in Q4 2020 and has held it in 22 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Apella Capital held 109,623 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $5.96M as of Q2 2026.
  • Apella Capital bought 2,155 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $112K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Apella Capital's portfolio in Q2 2026, its #153 holding.
  • Apella Capital first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.