AP
ESML icon

Atwood & Palmer’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Atwood & Palmer’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 		$4.11K Hold
79
– – ﹤0.01% 430
2026
Q2 		$4.42K Hold
79
– – ﹤0.01% 412
2026
Q1 		$3.71K Buy
+79
New +$3.83K ﹤0.01% 419

Other funds holding ESML

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atwood & Palmer's ESML Position: Q3 2026 in Review

Atwood & Palmer held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 79 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Atwood & Palmer first reported a position in ESML in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.42K in Q2 2026. 31 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Atwood & Palmer held 79 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.11K as of Q3 2026.
  • Atwood & Palmer left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #430 holding.
  • Atwood & Palmer first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Atwood & Palmer's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $4.42K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.