Hardy Reed
ESML icon

Hardy Reed’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Hardy Reed’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 		$1.27M Hold
24,510
– – 0.08% 90
2026
Q2 		$1.37M Sell
24,510
-1,356
-5% -$70.5K 0.09% 86
2026
Q1 		$1.22M Buy
25,866
+1,992
+8% +$96.6K 0.09% 88
2025
Q4 		$1.1M Hold
23,874
– – 0.08% 94
2025
Q3 		$1.08M Buy
23,874
+163
+0.7% +$7.08K 0.08% 94
2025
Q2 		$980K Sell
23,711
-369
-2% -$14.3K 0.08% 101
2025
Q1 		$925K Hold
24,080
– – 0.08% 97
2024
Q4 		$1.01M Sell
24,080
-1,872
-7% -$80.9K 0.09% 90
2024
Q3 		$1.09M Buy
25,952
+442
+2% +$17.8K 0.1% 91
2024
Q2 		$982K Hold
25,510
– – 0.1% 90
2024
Q1 		$1.03M Hold
25,510
– – 0.13% 45
2023
Q4 		$970K Hold
25,510
– – 0.13% 44
2023
Q3 		$858K Buy
25,510
+1,815
+8% +$64.6K 0.16% 42
2023
Q2 		$842K Hold
23,695
– – 0.15% 38
2023
Q1 		$805K Buy
23,695
+11
+0% +$384 0.14% 45
2022
Q4 		$779K Buy
23,684
+1,872
+9% +$62.2K 0.15% 46
2022
Q3 		$669K Hold
21,812
– – 0.15% 40
2022
Q2 		$687K Hold
21,812
– – 0.15% 35
2022
Q1 		$830K Hold
21,812
– – 0.16% 34
2021
Q4 		$879K Buy
21,812
+816
+4% +$33K 0.14% 41
2021
Q3 		$819K Buy
20,996
+557
+3% +$22K 0.15% 43
2021
Q2 		$825K Buy
20,439
+2,364
+13% +$94K 0.15% 42
2021
Q1 		$697K Buy
18,075
+299
+2% +$11.3K 0.13% 43
2020
Q4 		$607K Buy
17,776
+206
+1% +$6.33K 0.13% 48
2020
Q3 		$466K Buy
17,570
+897
+5% +$23.7K 0.12% 49
2020
Q2 		$418K Buy
16,673
+2,127
+15% +$49K 0.15% 45
2020
Q1 		$290K Buy
+14,546
New +$379K 0.13% 47

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

Hardy Reed's ESML Position: Q3 2026 in Review

Hardy Reed held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 24,510 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #90.

Hardy Reed first reported a position in ESML in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.37M in Q2 2026. 296 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Hardy Reed held 24,510 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.27M as of Q3 2026.
  • Hardy Reed left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Hardy Reed's portfolio in Q3 2026, its #90 holding.
  • Hardy Reed first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Hardy Reed's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.37M in Q2 2026.
  • 296 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.