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

Founders Financial Securities’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 		$508K Sell
9,770
-217
-2% -$11.8K 0.03% 411
2026
Q2 		$559K Sell
9,987
-1,363
-12% -$70.9K 0.03% 371
2026
Q1 		$561K Buy
11,350
+4,614
+68% +$224K 0.03% 350
2025
Q4 		$310K Buy
6,736
+1,475
+28% +$67.2K 0.02% 471
2025
Q3 		$237K Buy
5,261
+74
+1% +$3.22K 0.02% 454
2025
Q2 		$214K Sell
5,187
-290
-5% -$11.2K 0.02% 470
2025
Q1 		$205K Sell
5,477
-199
-4% -$8.27K 0.02% 442
2024
Q4 		$239K Sell
5,676
-499
-8% -$21.6K 0.02% 407
2024
Q3 		$258K Sell
6,175
-108
-2% -$4.34K 0.02% 385
2024
Q2 		$242K Buy
6,283
+44
+0.7% +$1.7K 0.02% 382
2024
Q1 		$251K Buy
6,239
+45
+0.7% +$1.71K 0.03% 341
2023
Q4 		$235K Buy
+6,194
New +$211K 0.03% 332
2022
Q2 		– Sell
-6,297
Closed -$240K – 273
2022
Q1 		$240K Buy
6,297
+153
+2% +$5.77K 0.04% 240
2021
Q4 		$248K Buy
+6,144
New +$249K 0.04% 229

Other funds holding ESML

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Architects
Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Founders Financial Securities's ESML Position: Q3 2026 in Review

Founders Financial Securities reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.2% in Q3 2026, selling an estimated $11.8K and leaving 9,770 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #411.

Founders Financial Securities first reported a position in ESML in Q4 2021 and has held it in 14 quarters since. The position peaked at $561K in Q1 2026. 316 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Founders Financial Securities held 9,770 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $508K as of Q3 2026.
  • Founders Financial Securities sold 217 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $11.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Founders Financial Securities's portfolio in Q3 2026, its #411 holding.
  • Founders Financial Securities first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Founders Financial Securities's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $561K in Q1 2026.
  • 316 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.