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First Heartland Consultants’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

First Heartland Consultants’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 		$883K Buy
+16,979
New +$924K 0.06% 232

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

First Heartland Consultants's ESML Position: Q3 2026 in Review

First Heartland Consultants opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2026: 16,979 shares worth $883K. The stake represents 0.06% of the portfolio and ranks #232 among its holdings.

30 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • First Heartland Consultants held 16,979 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $883K as of Q3 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new First Heartland Consultants position in Q3 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of First Heartland Consultants's portfolio in Q3 2026, its #232 holding.
  • 30 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.