Foster Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Foster Group’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	$422K	Sell	8,119 -1,293	-14%	-$70.4K	0.01%	197
2026 Q2	$526K	Sell	9,412 -405	-4%	-$21.1K	0.01%	178
2026 Q1	$462K	Sell	9,817 -459	-4%	-$22.3K	0.01%	172
2025 Q4	$472K	Buy	10,276 +2,337	+29%	+$107K	0.01%	163
2025 Q3	$358K	Buy	7,939 +176	+2%	+$7.64K	0.01%	176
2025 Q2	$321K	Buy	7,763 +591	+8%	+$22.9K	0.01%	185
2025 Q1	$275K	Buy	7,172 +195	+3%	+$8.1K	0.01%	170
2024 Q4	$293K	Buy	6,977 +134	+2%	+$5.79K	0.01%	152
2024 Q3	$286K	Buy	6,843 +585	+9%	+$23.5K	0.01%	165
2024 Q2	$241K	Buy	6,258 +215	+4%	+$8.3K	0.01%	181
2024 Q1	$243K	Buy	+6,043	New	+$230K	0.01%	183

Other funds holding ESML

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Foster Group's ESML Position: Q3 2026 in Review

Foster Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 14% in Q3 2026, selling an estimated $70.4K and leaving 8,119 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #197.

Foster Group first reported a position in ESML in Q1 2024 and has held it in 11 quarters since. The position peaked at $526K in Q2 2026. 109 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Foster Group held 8,119 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $422K as of Q3 2026.
Foster Group sold 1,293 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $70.4K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Foster Group's portfolio in Q3 2026, its #197 holding.
Foster Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 11 quarters since.
Foster Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $526K in Q2 2026.
109 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.