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

Focus Financial Network’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	$228K	Sell	4,069 -682	-14%	-$35.5K	0.01%	694
2026 Q1	$223K	Buy	4,751 +12	+0.3%	+$582	0.01%	668
2025 Q4	$218K	Buy	4,739 +59	+1%	+$2.69K	0.01%	686
2025 Q3	$211K	Buy	+4,680	New	+$203K	0.01%	705
2025 Q2	–	Sell	-7,927	Closed	-$304K	–	711
2025 Q1	$304K	Sell	7,927 -1,522	-16%	-$63.3K	0.01%	541
2024 Q4	$397K	Buy	9,449 +135	+1%	+$5.83K	0.02%	473
2024 Q3	$389K	Sell	9,314 -127	-1%	-$5.11K	0.02%	472
2024 Q2	$388K	Sell	9,441 -544	-5%	-$21K	0.02%	460
2024 Q1	$369K	Sell	9,985 -154,322	-94%	-$5.87M	0.02%	443
2023 Q4	$6.25M	Buy	164,307 +5,011	+3%	+$171K	0.23%	94
2023 Q3	$5.38M	Buy	159,296 +379	+0.2%	+$13.5K	0.3%	66
2023 Q2	$5.64M	Buy	158,917 +16,235	+11%	+$550K	0.31%	62
2023 Q1	$4.85M	Buy	+142,682	New	+$4.98M	0.3%	71
2022 Q4	–	Sell	-134,303	Closed	-$4.14M	–	483
2022 Q3	$4.14M	Buy	134,303 +2,736	+2%	+$92.3K	0.36%	53
2022 Q2	$4.14M	Buy	131,567 +7,042	+6%	+$242K	0.34%	60
2022 Q1	$4.74M	Buy	+124,525	New	+$4.69M	0.33%	61

Other funds holding ESML

EWM

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

Stanich Group Montauk, New York $159M AUM 24.04% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Focus Financial Network's ESML Position: Q2 2026 in Review

Focus Financial Network reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 14% in Q2 2026, selling an estimated $35.5K and leaving 4,069 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #694.

Focus Financial Network first reported a position in ESML in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.25M in Q4 2023. 99 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Focus Financial Network held 4,069 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $228K as of Q2 2026.
Focus Financial Network sold 682 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $35.5K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #694 holding.
Focus Financial Network first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 16 quarters since.
Focus Financial Network's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $6.25M in Q4 2023.
99 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.