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Cambridge Financial Group (Arizona)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cambridge Financial Group (Arizona)’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 		$1.28M Buy
22,815
+13
+0.1% +$676 0.4% 49
2026
Q1 		$1.07M Sell
22,802
-4,133
-15% -$200K 0.36% 54
2025
Q4 		$1.14M Buy
26,935
+3,964
+17% +$181K 0.4% 51
2025
Q3 		$1.04M Buy
22,971
+275
+1% +$11.9K 0.33% 61
2025
Q2 		$938K Sell
22,696
-784
-3% -$30.3K 0.35% 53
2025
Q1 		$902K Sell
23,480
-1,282
-5% -$53.3K 0.38% 54
2024
Q4 		$1.04M Sell
24,762
-1,615
-6% -$69.8K 0.45% 48
2024
Q3 		$1.1M Sell
26,377
-306
-1% -$12.3K 0.46% 47
2024
Q2 		$1.03M Sell
26,683
-907
-3% -$35K 0.47% 46
2024
Q1 		$1.11M Buy
27,590
+75
+0.3% +$2.85K 0.53% 45
2023
Q4 		$1.05M Buy
+27,515
New +$939K 0.55% 44

Other funds holding ESML

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WA
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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BFA
Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s ESML Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.06% in Q2 2026, buying an estimated $676 and bringing the position to 22,815 shares worth $1.28M. The position accounts for 0.4% of the portfolio, ranked #49.

Cambridge Financial Group (Arizona) first reported a position in ESML in Q4 2023 and has held it in 11 quarters since. 162 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 22,815 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.28M as of Q2 2026.
  • Cambridge Financial Group (Arizona) bought 13 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $676.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.4% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #49 holding.
  • Cambridge Financial Group (Arizona) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.