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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
Q3 		$514K Sell
9,876
-118
-1% -$6.42K 0.08% 114
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

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clune & Associates's ESML Position: Q3 2026 in Review

Clune & Associates reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.2% in Q3 2026, selling an estimated $6.42K and leaving 9,876 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #114.

Clune & Associates first reported a position in ESML in Q1 2026 and has held it in 3 quarters since. The position peaked at $559K in Q2 2026. 154 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Clune & Associates held 9,876 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $514K as of Q3 2026.
  • Clune & Associates sold 118 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $6.42K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Clune & Associates's portfolio in Q3 2026, its #114 holding.
  • Clune & Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Clune & Associates's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $559K in Q2 2026.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.