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DWR Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

DWR Wealth Management’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 		$202K Buy
+3,635
New +$189K 0.15% 52

Other funds holding ESML

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
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
BFA
Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

DWR Wealth Management's ESML Position: Q2 2026 in Review

DWR Wealth Management opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 3,635 shares worth $202K. The stake represents 0.15% of the portfolio and ranks #52 among its holdings.

161 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • DWR Wealth Management held 3,635 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $202K as of Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new DWR Wealth Management position in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.15% of DWR Wealth Management's portfolio in Q2 2026, its #52 holding.
  • 161 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.