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

CWS Financial 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 		$371K Buy
6,626
+3
+0% +$156 0.08% 113
2026
Q1 		$311K Sell
6,623
-144
-2% -$6.99K 0.08% 119
2025
Q4 		$311K Buy
6,767
+14
+0.2% +$638 0.08% 113
2025
Q3 		$304K Buy
6,753
+41
+0.6% +$1.78K 0.08% 116
2025
Q2 		$277K Buy
6,712
+14
+0.2% +$542 0.08% 113
2025
Q1 		$257K Buy
6,698
+12
+0.2% +$499 0.08% 113
2024
Q4 		$281K Sell
6,686
-94
-1% -$4.06K 0.09% 103
2024
Q3 		$284K Buy
6,780
+15
+0.2% +$603 0.1% 95
2024
Q2 		$260K Buy
6,765
+33
+0.5% +$1.27K 0.1% 91
2024
Q1 		$271K Buy
6,732
+12
+0.2% +$457 0.11% 90
2023
Q4 		$255K Buy
6,720
+35
+0.5% +$1.2K 0.1% 127
2023
Q3 		$225K Hold
6,685
– – 0.09% 126
2023
Q2 		$237K Buy
6,685
+15
+0.2% +$508 0.09% 127
2023
Q1 		$227K Sell
6,670
-19
-0.3% -$663 0.09% 130
2022
Q4 		$258K Buy
6,689
+75
+1% +$2.49K 0.11% 116
2022
Q3 		$203K Hold
6,614
– – 0.1% 130
2022
Q2 		$208K Buy
6,614
+14
+0.2% +$482 0.1% 136
2022
Q1 		$251K Buy
6,600
+11
+0.2% +$415 0.09% 129
2021
Q4 		$266K Buy
+6,589
New +$267K 0.09% 131
2021
Q2 		$260K Sell
6,441
-248
-4% -$9.86K 0.1% 124
2021
Q1 		$258K Hold
6,689
– – 0.11% 116
2020
Q4 		$228K Buy
+6,689
New +$206K 0.13% 119

Other funds holding ESML

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
B
Bailard Foster City, California $4.91B AUM 31.75% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CWS Financial Advisors's ESML Position: Q2 2026 in Review

CWS Financial Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.05% in Q2 2026, buying an estimated $156 and bringing the position to 6,626 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #113.

CWS Financial Advisors first reported a position in ESML in Q4 2020 and has held it in 22 quarters since. 210 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • CWS Financial Advisors held 6,626 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $371K as of Q2 2026.
  • CWS Financial Advisors bought 3 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $156.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of CWS Financial Advisors's portfolio in Q2 2026, its #113 holding.
  • CWS Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.