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Investors Research Corp’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Investors Research Corp’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 		$70K Sell
1,346
-180
-12% -$9.8K 0.01% 362
2026
Q2 		$85.3K Hold
1,526
– – 0.02% 340
2026
Q1 		$71.8K Hold
1,526
– – 0.01% 363
2025
Q4 		$70.2K Hold
1,526
– – 0.01% 403
2025
Q3 		$68.8K Hold
1,526
– – 0.01% 406
2025
Q2 		$63.1K Hold
1,526
– – 0.01% 441
2025
Q1 		$58.6K Hold
1,526
– – 0.01% 446
2024
Q4 		$64.2K Hold
1,526
– – 0.01% 444
2024
Q3 		$63.8K Hold
1,526
– – 0.01% 457
2024
Q2 		$58.8K Hold
1,526
– – 0.01% 477
2024
Q1 		$61.5K Hold
1,526
– – 0.01% 476
2023
Q4 		$58K Buy
1,526
+261
+21% +$8.91K 0.01% 498
2023
Q3 		$42.6K Buy
1,265
+153
+14% +$5.45K 0.01% 537
2023
Q2 		$39.5K Hold
1,112
– – 0.01% 548
2023
Q1 		$37.8K Sell
1,112
-121
-10% -$4.22K 0.01% 567
2022
Q4 		$40.5K Hold
1,233
– – 0.01% 544
2022
Q3 		$38K Buy
1,233
+270
+28% +$9.11K 0.01% 537
2022
Q2 		$30K Buy
963
+600
+165% +$20.6K 0.01% 580
2022
Q1 		$14K Buy
+363
New +$13.7K ﹤0.01% 709

Other funds holding ESML

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Investors Research Corp's ESML Position: Q3 2026 in Review

Investors Research Corp reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 12% in Q3 2026, selling an estimated $9.8K and leaving 1,346 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #362.

Investors Research Corp first reported a position in ESML in Q1 2022 and has held it in 19 quarters since. The position peaked at $85.3K in Q2 2026. 29 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Investors Research Corp held 1,346 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $70K as of Q3 2026.
  • Investors Research Corp sold 180 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $9.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #362 holding.
  • Investors Research Corp first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • Investors Research Corp's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $85.3K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.