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 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	$9.89M	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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

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

Empirical Wealth Management reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.86% in Q2 2026, selling an estimated $117K and leaving 260,272 shares worth $14.6M. The position accounts for 0.21% of the portfolio, ranked #85.

Empirical Wealth Management first reported a position in ESML in Q4 2019 and has held it in 27 quarters since. 202 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Empirical Wealth Management held 260,272 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $14.6M as of Q2 2026.
Empirical Wealth Management sold 2,256 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $117K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.21% of Empirical Wealth Management's portfolio in Q2 2026, its #85 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 27 quarters since.
202 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.