AC
ESML icon

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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
PHIC
Pine Haven Investment Counsel Fairhaven, Massachusetts $149M AUM 23.2% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return