Avior Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Avior Wealth Management’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	–	Sell	-3,637	Closed	-$203K	–	800
2026 Q2	$203K	Buy	+3,637	New	+$189K	0.01%	758
2025 Q1	–	Sell	-708	Closed	-$29.8K	–	1238
2024 Q4	$29.8K	Hold	708	–	–	﹤0.01%	1315
2024 Q3	$29.6K	Hold	708	–	–	﹤0.01%	1287
2024 Q2	$27.3K	Buy	+708	New	+$27.3K	﹤0.01%	1284

Other funds holding ESML

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Avior Wealth Management's ESML Position: Q3 2026 in Review

Avior Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2026, closing a stake of 3,637 shares — an estimated $203K sold.

Avior Wealth Management first reported a position in ESML in Q2 2024 and held it in 4 quarters. The position peaked at $203K in Q2 2026. 82 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Avior Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Avior Wealth Management sold 3,637 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $203K.
Avior Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2024 and held it in 4 quarters.
Avior Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $203K in Q2 2026.
82 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.