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

Armstrong Advisory 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 		$35.9K Buy
691
+10
+1% +$544 ﹤0.01% 479
2026
Q2 		$38.1K Buy
681
+244
+56% +$12.7K ﹤0.01% 479
2026
Q1 		$20.5K Sell
437
-18
-4% -$873 ﹤0.01% 559
2025
Q4 		$20.9K Buy
455
+4
+0.9% +$182 ﹤0.01% 549
2025
Q3 		$20.3K Sell
451
-16
-3% -$695 ﹤0.01% 560
2025
Q2 		$19.3K Buy
467
+200
+75% +$7.74K ﹤0.01% 544
2025
Q1 		$11.2K Hold
267
– – ﹤0.01% 602
2024
Q4 		$11.2K Sell
267
-356
-57% -$15.4K ﹤0.01% 602
2024
Q3 		$26.1K Buy
623
+2
+0.3% +$80 ﹤0.01% 461
2024
Q2 		$23.9K Buy
621
+79
+15% +$3.05K ﹤0.01% 469
2024
Q1 		$20.6K Hold
542
– – ﹤0.01% 480
2023
Q4 		$20.6K Sell
542
-55
-9% -$1.88K ﹤0.01% 480
2023
Q3 		$20.1K Buy
597
+45
+8% +$1.6K ﹤0.01% 486
2023
Q2 		$19.6K Buy
552
+181
+49% +$6.13K ﹤0.01% 500
2023
Q1 		$12.6K Buy
+371
New +$13K ﹤0.01% 538

Other funds holding ESML

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Armstrong Advisory Group's ESML Position: Q3 2026 in Review

Armstrong Advisory Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.5% in Q3 2026, buying an estimated $544 and bringing the position to 691 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Armstrong Advisory Group first reported a position in ESML in Q1 2023 and has held it in 15 quarters since. The position peaked at $38.1K in Q2 2026. 154 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Armstrong Advisory Group held 691 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $35.9K as of Q3 2026.
  • Armstrong Advisory Group bought 10 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $544.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #479 holding.
  • Armstrong Advisory Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Armstrong Advisory Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $38.1K in Q2 2026.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.