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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$151K Buy
2,692
+188
+8% +$9.78K 0.04% 203
2026
Q1 		$118K Buy
2,504
+1,079
+76% +$52.3K 0.03% 216
2025
Q4 		$65.5K Buy
1,425
+4
+0.3% +$182 0.02% 273
2025
Q3 		$64.1K Buy
+1,421
New +$61.7K 0.02% 253

Other funds holding ESML

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ESML Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7.5% in Q2 2026, buying an estimated $9.78K and bringing the position to 2,692 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #203.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ESML in Q3 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,692 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $151K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 188 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $9.78K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #203 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.