ETF Portfolio Partners
ESML icon

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
Q3 		$206K Buy
3,966
+1
+0% +$54 0.05% 63
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Architects
Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

ETF Portfolio Partners's ESML Position: Q3 2026 in Review

ETF Portfolio Partners increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.03% in Q3 2026, buying an estimated $54 and bringing the position to 3,966 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #63.

ETF Portfolio Partners first reported a position in ESML in Q2 2020 and has held it in 14 quarters since. The position peaked at $615K in Q4 2021. 314 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • ETF Portfolio Partners held 3,966 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $206K as of Q3 2026.
  • ETF Portfolio Partners bought 1 iShares ESG Aware MSCI USA Small-Cap ETF share in Q3 2026, an estimated $54.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of ETF Portfolio Partners's portfolio in Q3 2026, its #63 holding.
  • ETF Portfolio Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and has held it in 14 quarters since.
  • ETF Portfolio Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $615K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on ETF Portfolio Partners's 13F filing for Q3 2026, filed 22 Oct 2026.