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

First Pacific Financial’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	$462K	Sell	8,268 -160	-2%	-$8.32K	0.06%	135
2026 Q1	$396K	Buy	8,428 +1,093	+15%	+$53K	0.05%	141
2025 Q4	$337K	Sell	7,335 -412	-5%	-$18.8K	0.04%	144
2025 Q3	$349K	Sell	7,747 -1,946	-20%	-$84.5K	0.05%	142
2025 Q2	$401K	Buy	9,693 +1,976	+26%	+$76.5K	0.06%	142
2025 Q1	$296K	Buy	7,717 +10	+0.1%	+$416	0.06%	119
2024 Q4	$324K	Buy	7,707 +1,315	+21%	+$56.8K	0.08%	120
2024 Q3	$267K	Buy	6,392 +2,770	+76%	+$111K	0.06%	119
2024 Q2	$139K	Buy	3,622 +9	+0.2%	+$347	0.04%	126
2024 Q1	$146K	Sell	3,613 -110	-3%	-$4.18K	0.04%	123
2023 Q4	$142K	Buy	3,723 +1,796	+93%	+$61.3K	0.04%	122
2023 Q3	$64.8K	Sell	1,927 -123	-6%	-$4.38K	0.03%	149
2023 Q2	$72.8K	Buy	+2,050	New	+$69.4K	0.03%	134
2023 Q1	–	Sell	-7,679	Closed	-$252K	–	107
2022 Q4	$252K	Sell	7,679 -9,859	-56%	-$327K	0.12%	104
2022 Q3	$538K	Buy	17,538 +5,915	+51%	+$200K	0.31%	81
2022 Q2	$366K	Buy	+11,623	New	+$400K	0.17%	92
2022 Q1	–	Sell	-13,347	Closed	-$538K	–	96
2021 Q4	$538K	Buy	+13,347	New	+$540K	0.26%	81

Other funds holding ESML

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GAM

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

BFA

Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

First Pacific Financial's ESML Position: Q2 2026 in Review

First Pacific Financial reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.9% in Q2 2026, selling an estimated $8.32K and leaving 8,268 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #135.

First Pacific Financial first reported a position in ESML in Q4 2021 and has held it in 17 quarters since. The position peaked at $538K in Q3 2022. 188 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

First Pacific Financial held 8,268 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $462K as of Q2 2026.
First Pacific Financial sold 160 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $8.32K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of First Pacific Financial's portfolio in Q2 2026, its #135 holding.
First Pacific Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
First Pacific Financial's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $538K in Q3 2022.
188 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.