Empirical Wealth Management
ESML icon

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

Empirical 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
Q3 		$13.7M Buy
263,628
+3,356
+1% +$183K 0.19% 90
2026
Q2 		$14.6M Sell
260,272
-2,256
-0.9% -$117K 0.21% 85
2026
Q1 		$12.3M Sell
262,528
-5,244
-2% -$254K 0.21% 83
2025
Q4 		$12.3M Buy
267,772
+355
+0.1% +$16.2K 0.22% 78
2025
Q3 		$12.1M Buy
267,417
+6,496
+2% +$282K 0.24% 79
2025
Q2 		$10.8M Buy
260,921
+3,517
+1% +$136K 0.24% 84
2025
Q1 		$9.9M Buy
257,404
+3,592
+1% +$149K 0.25% 84
2024
Q4 		$10.7M Buy
253,812
+24
+0% +$1.04K 0.29% 72
2024
Q3 		$10.6M Buy
253,788
+9,719
+4% +$391K 0.3% 72
2024
Q2 		$9.4M Sell
244,069
-6,712
-3% -$259K 0.28% 72
2024
Q1 		$10.1M Buy
250,781
+7,285
+3% +$277K 0.3% 67
2023
Q4 		$9.26M Buy
243,496
+10,358
+4% +$354K 0.31% 65
2023
Q3 		$7.85M Buy
233,138
+2,074
+0.9% +$73.8K 0.31% 68
2023
Q2 		$8.21M Buy
231,064
+30,304
+15% +$1.03M 0.33% 63
2023
Q1 		$6.82M Buy
200,760
+9,182
+5% +$321K 0.3% 66
2022
Q4 		$6.3M Buy
191,578
+15,183
+9% +$504K 0.3% 69
2022
Q3 		$5.41M Buy
176,395
+16,594
+10% +$560K 0.28% 70
2022
Q2 		$5.03M Buy
159,801
+8,723
+6% +$300K 0.26% 73
2022
Q1 		$5.75M Buy
151,078
+11,157
+8% +$421K 0.29% 63
2021
Q4 		$5.64M Buy
139,921
+7,575
+6% +$307K 0.28% 63
2021
Q3 		$5.16M Buy
132,346
+29,099
+28% +$1.15M 0.29% 60
2021
Q2 		$4.17M Buy
103,247
+13,582
+15% +$540K 0.25% 69
2021
Q1 		$3.46M Buy
89,665
+9,865
+12% +$372K 0.28% 65
2020
Q4 		$2.72M Buy
79,800
+15,362
+24% +$472K 0.21% 68
2020
Q3 		$1.71M Buy
64,438
+14,554
+29% +$385K 0.15% 97
2020
Q2 		$1.25M Buy
49,884
+12,629
+34% +$291K 0.12% 116
2020
Q1 		$743K Buy
37,255
+29,995
+413% +$781K 0.08% 139
2019
Q4 		$210K Buy
+7,260
New +$201K 0.02% 308

Other funds holding ESML

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Empirical Wealth Management's ESML Position: Q3 2026 in Review

Empirical Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.3% in Q3 2026, buying an estimated $183K and bringing the position to 263,628 shares worth $13.7M. The position accounts for 0.19% of the portfolio, ranked #90.

Empirical Wealth Management first reported a position in ESML in Q4 2019 and has held it in 28 quarters since. The position peaked at $14.6M in Q2 2026. 204 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Empirical Wealth Management held 263,628 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $13.7M as of Q3 2026.
  • Empirical Wealth Management bought 3,356 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $183K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.19% of Empirical Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Empirical Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Empirical Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $14.6M in Q2 2026.
  • 204 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.