CWS Financial Advisors
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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
Q3 		$345K Buy
6,630
+4
+0.1% +$218 0.08% 122
2026
Q2 		$371K Buy
6,626
+3
+0% +$156 0.08% 113
2026
Q1 		$311K Sell
6,623
-144
-2% -$6.98K 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% -$9.9K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

CWS Financial Advisors's ESML Position: Q3 2026 in Review

CWS Financial Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.06% in Q3 2026, buying an estimated $218 and bringing the position to 6,630 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #122.

CWS Financial Advisors first reported a position in ESML in Q4 2020 and has held it in 23 quarters since. The position peaked at $371K in Q2 2026. 319 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • CWS Financial Advisors held 6,630 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $345K as of Q3 2026.
  • CWS Financial Advisors bought 4 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $218.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of CWS Financial Advisors's portfolio in Q3 2026, its #122 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 23 quarters since.
  • CWS Financial Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $371K in Q2 2026.
  • 319 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.