FF
ESML icon

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

Friedenthal Financial’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 		$351K Hold
6,277
– – 0.16% 98
2026
Q1 		$295K Hold
6,277
– – 0.15% 98
2025
Q4 		$289K Sell
6,277
-529
-8% -$24.1K 0.15% 101
2025
Q3 		$307K Hold
6,806
– – 0.16% 98
2025
Q2 		$281K Sell
6,806
-4,789
-41% -$185K 0.15% 101
2025
Q1 		$445K Hold
11,595
– – 0.27% 86
2024
Q4 		$488K Hold
11,595
– – 0.29% 94
2024
Q3 		$485K Hold
11,595
– – 0.28% 92
2024
Q2 		$446K Sell
11,595
-227
-2% -$8.76K 0.28% 93
2024
Q1 		$476K Hold
11,822
– – 0.29% 93
2023
Q4 		$449K Buy
11,822
+297
+3% +$10.1K 0.29% 91
2023
Q3 		$388K Buy
+11,525
New +$410K 0.27% 97

Other funds holding ESML

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return