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CoreCap Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

CoreCap Advisors’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 		$59.2K Buy
1,059
+44
+4% +$2.29K ﹤0.01% 1335
2026
Q1 		$47.7K Hold
1,015
– – ﹤0.01% 1327
2025
Q4 		$46.7K Hold
1,015
– – ﹤0.01% 1368
2025
Q3 		$45.8K Hold
1,015
– – ﹤0.01% 1356
2025
Q2 		$42K Hold
1,015
– – ﹤0.01% 1323
2025
Q1 		$39K Sell
1,015
-516
-34% -$21.4K ﹤0.01% 1274
2024
Q4 		$64.4K Sell
1,531
-811
-35% -$35.1K ﹤0.01% 1076
2024
Q3 		$97.9K Sell
2,342
-1,107
-32% -$44.5K ﹤0.01% 924
2024
Q2 		$133K Hold
3,449
– – 0.01% 442
2024
Q1 		$139K Buy
+3,449
New +$131K 0.01% 730
2023
Q3 		– Sell
-6,318
Closed -$224K – 571
2023
Q2 		$224K Buy
+6,318
New +$214K 0.02% 511
2022
Q4 		$233K Sell
7,083
-226
-3% -$7.51K 0.02% 500
2022
Q3 		$224K Sell
7,309
-249
-3% -$8.4K 0.02% 468
2022
Q2 		$238K Sell
7,558
-257
-3% -$8.84K 0.02% 473
2022
Q1 		$297K Buy
7,815
+780
+11% +$29.4K 0.02% 410
2021
Q4 		$284K Buy
+7,035
New +$285K 0.02% 458

Other funds holding ESML

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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

CoreCap Advisors's ESML Position: Q2 2026 in Review

CoreCap Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 4.3% in Q2 2026, buying an estimated $2.29K and bringing the position to 1,059 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

CoreCap Advisors first reported a position in ESML in Q4 2021 and has held it in 16 quarters since. The position peaked at $297K in Q1 2022. 113 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • CoreCap Advisors held 1,059 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $59.2K as of Q2 2026.
  • CoreCap Advisors bought 44 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $2.29K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1335 holding.
  • CoreCap Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $297K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.