Caliber Wealth Management (Kansas)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Caliber Wealth Management (Kansas)’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 Q2	$1.15M	Sell	20,611 -512	-2%	-$26.6K	0.11%	127
2026 Q1	$993K	Buy	21,123 +61	+0.3%	+$2.96K	0.11%	133
2025 Q4	$968K	Sell	21,062 -3	-0%	-$137	0.1%	134
2025 Q3	$950K	Buy	21,065 +714	+4%	+$31K	0.11%	135
2025 Q2	$841K	Buy	+20,351	New	+$788K	0.09%	144

Other funds holding ESML

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ESML Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.4% in Q2 2026, selling an estimated $26.6K and leaving 20,611 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #127.

Caliber Wealth Management (Kansas) first reported a position in ESML in Q2 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Caliber Wealth Management (Kansas) held 20,611 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.15M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 512 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $26.6K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.11% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #127 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
200 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.