Brandywine Oak Private Wealth
ESML icon

Brandywine Oak Private Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Brandywine Oak Private Wealth’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 		$646K Buy
12,414
+468
+4% +$25.5K 0.05% 137
2026
Q2 		$668K Sell
11,946
-858
-7% -$44.6K 0.05% 142
2026
Q1 		$602K Sell
12,804
-204
-2% -$9.9K 0.05% 141
2025
Q4 		$598K Buy
13,008
+1,556
+14% +$70.9K 0.05% 142
2025
Q3 		$516K Sell
11,452
-52
-0.5% -$2.26K 0.04% 148
2025
Q2 		$475K Sell
11,504
-633
-5% -$24.5K 0.04% 150
2025
Q1 		$466K Buy
12,137
+1,579
+15% +$65.6K 0.05% 151
2024
Q4 		$444K Sell
10,558
-40
-0.4% -$1.73K 0.04% 156
2024
Q3 		$443K Buy
10,598
+114
+1% +$4.58K 0.04% 161
2024
Q2 		$404K Buy
10,484
+132
+1% +$5.1K 0.04% 161
2024
Q1 		$417K Buy
10,352
+213
+2% +$8.1K 0.04% 161
2023
Q4 		$385K Sell
10,139
-125
-1% -$4.27K 0.04% 169
2023
Q3 		$345K Buy
10,264
+150
+1% +$5.34K 0.04% 174
2023
Q2 		$359K Buy
10,114
+1,524
+18% +$51.6K 0.04% 181
2023
Q1 		$292K Buy
8,590
+290
+3% +$10.1K 0.03% 200
2022
Q4 		$273K Buy
8,300
+304
+4% +$10.1K 0.03% 211
2022
Q3 		$245K Buy
7,996
+866
+12% +$29.2K 0.03% 238
2022
Q2 		$224K Buy
7,130
+507
+8% +$17.4K 0.03% 292
2022
Q1 		$251K Buy
6,623
+314
+5% +$11.8K 0.03% 296
2021
Q4 		$254K Buy
+6,309
New +$255K 0.03% 302

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Brandywine Oak Private Wealth's ESML Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.9% in Q3 2026, buying an estimated $25.5K and bringing the position to 12,414 shares worth $646K. The position accounts for 0.05% of the portfolio, ranked #137.

Brandywine Oak Private Wealth first reported a position in ESML in Q4 2021 and has held it in 20 quarters since. The position peaked at $668K in Q2 2026. 338 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Brandywine Oak Private Wealth held 12,414 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $646K as of Q3 2026.
  • Brandywine Oak Private Wealth bought 468 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $25.5K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #137 holding.
  • Brandywine Oak Private Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Brandywine Oak Private Wealth's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $668K in Q2 2026.
  • 338 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.