FFA
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Farther Finance Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Farther Finance Advisors’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 		$1.19M Buy
22,979
+800
+4% +$43.5K 0.01% 1024
2026
Q2 		$1.24M Buy
22,179
+5,112
+30% +$266K 0.01% 971
2026
Q1 		$809K Buy
17,067
+278
+2% +$13.5K 0.01% 1110
2025
Q4 		$772K Buy
16,789
+7,757
+86% +$354K 0.01% 1043
2025
Q3 		$407K Buy
9,032
+4,011
+80% +$174K 0.01% 1186
2025
Q2 		$208K Buy
5,021
+544
+12% +$21.1K ﹤0.01% 1368
2025
Q1 		$173K Sell
4,477
-623
-12% -$25.9K ﹤0.01% 1289
2024
Q4 		$214K Sell
5,100
-1,382
-21% -$59.7K 0.01% 958
2024
Q3 		$271K Sell
6,482
-47
-0.7% -$1.89K 0.01% 874
2024
Q2 		$249K Buy
6,529
+442
+7% +$17.1K 0.01% 750
2024
Q1 		$242K Buy
6,087
+35
+0.6% +$1.33K 0.01% 624
2023
Q4 		$230K Buy
6,052
+127
+2% +$4.33K 0.02% 516
2023
Q3 		$199K Sell
5,925
-2,379
-29% -$84.7K 0.03% 389
2023
Q2 		$295K Buy
8,304
+130
+2% +$4.4K 0.06% 250
2023
Q1 		$278K Sell
8,174
-6,712
-45% -$234K 0.08% 218
2022
Q4 		$489K Buy
+14,886
New +$494K 0.19% 106

Other funds holding ESML

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Farther Finance Advisors's ESML Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.6% in Q3 2026, buying an estimated $43.5K and bringing the position to 22,979 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1024.

Farther Finance Advisors first reported a position in ESML in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q2 2026. 30 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Farther Finance Advisors held 22,979 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.19M as of Q3 2026.
  • Farther Finance Advisors bought 800 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $43.5K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1024 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.24M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.