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

ETF Portfolio 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 Q2	$222K	Buy	+3,965	New	+$206K	0.05%	60
2023 Q2	–	Sell	-16,530	Closed	-$562K	–	50
2023 Q1	$562K	Buy	16,530 +73	+0.4%	+$2.55K	0.21%	32
2022 Q4	$541K	Buy	16,457 +124	+0.8%	+$4.12K	0.23%	32
2022 Q3	$501K	Buy	16,333 +264	+2%	+$8.91K	0.22%	36
2022 Q2	$506K	Buy	16,069 +56	+0.3%	+$1.93K	0.22%	35
2022 Q1	$609K	Buy	16,013 +753	+5%	+$28.4K	0.23%	32
2021 Q4	$615K	Buy	15,260 +7,252	+91%	+$294K	0.23%	30
2021 Q3	$312K	Sell	8,008 -265	-3%	-$10.5K	0.13%	37
2021 Q2	$334K	Sell	8,273 -666	-7%	-$26.5K	0.14%	34
2021 Q1	$345K	Sell	8,939 -565	-6%	-$21.3K	0.15%	34
2020 Q4	$324K	Hold	9,504	–	–	0.15%	36
2020 Q3	$252K	Sell	9,504 -320	-3%	-$8.46K	0.13%	36
2020 Q2	$246K	Buy	+9,824	New	+$226K	0.13%	36

Other funds holding ESML

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return