Focus Financial Network
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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
Q3 		$214K Buy
4,115
+46
+1% +$2.5K 0.01% 719
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% +$5.84K 0.02% 473
2024
Q3 		$389K Sell
9,314
-127
-1% -$5.1K 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

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Focus Financial Network's ESML Position: Q3 2026 in Review

Focus Financial Network increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.1% in Q3 2026, buying an estimated $2.5K and bringing the position to 4,115 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #719.

Focus Financial Network first reported a position in ESML in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.25M in Q4 2023. 131 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Focus Financial Network held 4,115 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $214K as of Q3 2026.
  • Focus Financial Network bought 46 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $2.5K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #719 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 17 quarters since.
  • Focus Financial Network's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $6.25M in Q4 2023.
  • 131 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.