Commonwealth Equity Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Commonwealth Equity Services’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	$19.4M	Buy	373,602 +27,347	+8%	+$1.49M	0.03%	591
2026 Q2	$19.4M	Buy	346,255 +16,518	+5%	+$859K	0.02%	607
2026 Q1	$15.5M	Buy	329,737 +43,213	+15%	+$2.1M	0.02%	670
2025 Q4	$13.2M	Buy	286,524 +3,469	+1%	+$158K	0.02%	761
2025 Q3	$12.8M	Sell	283,055 -108,457	-28%	-$4.71M	0.02%	786
2025 Q2	$16.2M	Buy	391,512 +23,978	+7%	+$928K	0.02%	667
2025 Q1	$14.1M	Sell	367,534 -32,208	-8%	-$1.34M	0.02%	701
2024 Q4	$16.8M	Buy	399,742 +27,511	+7%	+$1.19M	0.02%	599
2024 Q3	$15.6M	Sell	372,231 -29,722	-7%	-$1.19M	0.02%	623
2024 Q2	$15.5M	Sell	401,953 -16,663	-4%	-$643K	0.02%	607
2024 Q1	$16.9M	Buy	418,616 +12,204	+3%	+$464K	0.03%	559
2023 Q4	$15.4M	Buy	406,412 +149,291	+58%	+$5.1M	0.03%	546
2023 Q3	$8.65M	Sell	257,121 -22,754	-8%	-$810K	0.02%	752
2023 Q2	$9.9M	Buy	279,875 +41,729	+18%	+$1.41M	0.02%	686
2023 Q1	$8.09M	Sell	238,146 -60,918	-20%	-$2.13M	0.02%	769
2022 Q4	$9.8M	Buy	299,064 +59,800	+25%	+$1.99M	0.02%	628
2022 Q3	$7.34M	Buy	239,264 +8,092	+4%	+$273K	0.02%	714
2022 Q2	$7.28M	Sell	231,172 -101,580	-31%	-$3.5M	0.02%	720
2022 Q1	$12.7M	Sell	332,752 -21	-0%	-$791	0.03%	525
2021 Q4	$13.4M	Buy	332,773 +59,306	+22%	+$2.4M	0.03%	497
2021 Q3	$10.7M	Buy	273,467 +93,185	+52%	+$3.69M	0.03%	556
2021 Q2	$7.28M	Buy	180,282 +5,790	+3%	+$230K	0.02%	676
2021 Q1	$6.72M	Buy	174,492 +61,452	+54%	+$2.32M	0.02%	651
2020 Q4	$3.86M	Buy	113,040 +35,358	+46%	+$1.09M	0.01%	854
2020 Q3	$2.06M	Buy	77,682 +25,666	+49%	+$679K	0.01%	1086
2020 Q2	$1.3M	Buy	52,016 +25,384	+95%	+$585K	﹤0.01%	1265
2020 Q1	$531K	Buy	26,632 +6,439	+32%	+$168K	﹤0.01%	1652
2019 Q4	$583K	Buy	20,193 +3,025	+18%	+$83.6K	﹤0.01%	1787
2019 Q3	$458K	Buy	17,168 +498	+3%	+$13.3K	﹤0.01%	1895
2019 Q2	$449K	Buy	+16,670	New	+$444K	﹤0.01%	1883

Other funds holding ESML

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Commonwealth Equity Services's ESML Position: Q3 2026 in Review

Commonwealth Equity Services increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7.9% in Q3 2026, buying an estimated $1.49M and bringing the position to 373,602 shares worth $19.4M. The position accounts for 0.03% of the portfolio, ranked #591.

Commonwealth Equity Services first reported a position in ESML in Q2 2019 and has held it in 30 quarters since. 273 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Commonwealth Equity Services held 373,602 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $19.4M as of Q3 2026.
Commonwealth Equity Services bought 27,347 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $1.49M.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q3 2026, its #591 holding.
Commonwealth Equity Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2019 and has held it in 30 quarters since.
273 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.