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Dynamic Advisor Solutions’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Dynamic Advisor Solutions’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 		$493K Buy
8,819
+446
+5% +$23.2K 0.01% 691
2026
Q1 		$394K Sell
8,373
-82
-1% -$3.98K 0.01% 717
2025
Q4 		$389K Buy
+8,455
New +$385K 0.01% 694
2022
Q3 		– Sell
-7,226
Closed -$228K – 703
2022
Q2 		$228K Sell
7,226
-106
-1% -$3.65K 0.02% 612
2022
Q1 		$279K Sell
7,332
-673
-8% -$25.4K 0.02% 583
2021
Q4 		$323K Sell
8,005
-3,223
-29% -$130K 0.02% 540
2021
Q3 		$438K Buy
11,228
+408
+4% +$16.1K 0.03% 480
2021
Q2 		$437K Buy
10,820
+1,929
+22% +$76.7K 0.03% 462
2021
Q1 		$343K Buy
8,891
+1,283
+17% +$48.3K 0.03% 469
2020
Q4 		$260K Buy
+7,608
New +$234K 0.02% 528

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

Dynamic Advisor Solutions's ESML Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.3% in Q2 2026, buying an estimated $23.2K and bringing the position to 8,819 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #691.

Dynamic Advisor Solutions first reported a position in ESML in Q4 2020 and has held it in 10 quarters since. 109 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Dynamic Advisor Solutions held 8,819 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $493K as of Q2 2026.
  • Dynamic Advisor Solutions bought 446 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $23.2K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #691 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 10 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.