Equita Financial Network’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Equita Financial Network’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	$336K	Sell	6,458 -805	-11%	-$43.8K	0.1%	71
2026 Q2	$406K	Sell	7,263 -619	-8%	-$32.2K	0.11%	67
2026 Q1	$371K	Sell	7,882 -253	-3%	-$12.3K	0.12%	68
2025 Q4	$374K	Buy	8,135 +895	+12%	+$40.8K	0.11%	71
2025 Q3	$326K	Buy	7,240 +85	+1%	+$3.69K	0.11%	70
2025 Q2	$296K	Buy	+7,155	New	+$277K	0.12%	65

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

Regatta Capital Group El Segundo, California $791M AUM 15.21% 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

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

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

Equita Financial Network's ESML Position: Q3 2026 in Review

Equita Financial Network reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 11% in Q3 2026, selling an estimated $43.8K and leaving 6,458 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #71.

Equita Financial Network first reported a position in ESML in Q2 2025 and has held it in 6 quarters since. The position peaked at $406K in Q2 2026. 154 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Equita Financial Network held 6,458 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $336K as of Q3 2026.
Equita Financial Network sold 805 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $43.8K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.1% of Equita Financial Network's portfolio in Q3 2026, its #71 holding.
Equita Financial Network first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Equita Financial Network's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $406K in Q2 2026.
154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.