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

Elevation Wealth Partners’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 		$18.7K Hold
360
– – 0.01% 703
2026
Q2 		$20.1K Hold
360
– – 0.01% 591
2026
Q1 		$16.9K Hold
360
– – 0.01% 411
2025
Q4 		$16.6K Hold
360
– – 0.01% 406
2025
Q3 		$16.2K Hold
360
– – 0.01% 345
2025
Q2 		$14.9K Hold
360
– – 0.01% 336
2025
Q1 		$13.8K Hold
360
– – 0.01% 343
2024
Q4 		$15.1K Hold
360
– – 0.01% 331
2024
Q3 		$15.1K Hold
360
– – 0.01% 321
2024
Q2 		$13.9K Hold
360
– – 0.01% 319
2024
Q1 		$14.5K Hold
360
– – 0.01% 321
2023
Q4 		$12.1K Hold
360
– – 0.01% 316
2023
Q3 		$12.1K Hold
360
– – 0.01% 234
2023
Q2 		$12.8K Hold
360
– – 0.01% 236
2023
Q1 		$12.2K Buy
+360
New +$12.6K 0.01% 248

Other funds holding ESML

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Elevation Wealth Partners's ESML Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 360 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #703.

Elevation Wealth Partners first reported a position in ESML in Q1 2023 and has held it in 15 quarters since. The position peaked at $20.1K in Q2 2026. 31 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Elevation Wealth Partners held 360 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $18.7K as of Q3 2026.
  • Elevation Wealth Partners left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #703 holding.
  • Elevation Wealth Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $20.1K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.