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 Q3	$469K	Buy	9,012 +193	+2%	+$10.5K	0.01%	682
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Dynamic Advisor Solutions's ESML Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.2% in Q3 2026, buying an estimated $10.5K and bringing the position to 9,012 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #682.

Dynamic Advisor Solutions first reported a position in ESML in Q4 2020 and has held it in 11 quarters since. The position peaked at $493K in Q2 2026. 113 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Dynamic Advisor Solutions held 9,012 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $469K as of Q3 2026.
Dynamic Advisor Solutions bought 193 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $10.5K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #682 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 11 quarters since.
Dynamic Advisor Solutions's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $493K in Q2 2026.
113 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.