Aspiriant LLC
ESML icon

Aspiriant LLC’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Aspiriant LLC’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 		$2.12M Buy
40,817
+474
+1% +$25.8K 0.05% 111
2026
Q2 		$2.26M Hold
40,343
– – 0.06% 108
2026
Q1 		$1.9M Hold
40,343
– – 0.05% 114
2025
Q4 		$1.85M Buy
+40,343
New +$1.84M 0.05% 119

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Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SG
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Aspiriant LLC's ESML Position: Q3 2026 in Review

Aspiriant LLC increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.2% in Q3 2026, buying an estimated $25.8K and bringing the position to 40,817 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #111.

Aspiriant LLC first reported a position in ESML in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.26M in Q2 2026. 109 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Aspiriant LLC held 40,817 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.12M as of Q3 2026.
  • Aspiriant LLC bought 474 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $25.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of Aspiriant LLC's portfolio in Q3 2026, its #111 holding.
  • Aspiriant LLC first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Aspiriant LLC's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.26M in Q2 2026.
  • 109 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.