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

Clune & Associates’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 		$559K Buy
9,994
+3,273
+49% +$170K 0.08% 111
2026
Q1 		$316K Buy
+6,721
New +$326K 0.06% 136

Other funds holding ESML

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Clune & Associates's ESML Position: Q2 2026 in Review

Clune & Associates increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 49% in Q2 2026, buying an estimated $170K and bringing the position to 9,994 shares worth $559K. The position accounts for 0.08% of the portfolio, ranked #111.

Clune & Associates first reported a position in ESML in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Clune & Associates held 9,994 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $559K as of Q2 2026.
  • Clune & Associates bought 3,273 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $170K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Clune & Associates's portfolio in Q2 2026, its #111 holding.
  • Clune & Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.