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

Key Financial Inc’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	$477K	Hold	9,173	–	–	0.08%	195
2026 Q2	$513K	Sell	9,173 -827	-8%	-$43K	0.08%	185
2026 Q1	$470K	Buy	10,000 +4,480	+81%	+$217K	0.08%	187
2025 Q4	$254K	Buy	5,520 +54	+1%	+$2.46K	0.05%	256
2025 Q3	$247K	Buy	5,466 +616	+13%	+$26.8K	0.05%	258
2025 Q2	$200K	Hold	4,850	–	–	0.04%	280
2025 Q1	$186K	Buy	+4,850	New	+$202K	0.04%	277
2023 Q2	–	Sell	-221	Closed	-$7.51K	–	1384
2023 Q1	$7.51K	Hold	221	–	–	﹤0.01%	739
2022 Q4	$6.78K	Hold	221	–	–	﹤0.01%	719
2022 Q3	$7K	Hold	221	–	–	﹤0.01%	711
2022 Q2	$7K	Hold	221	–	–	﹤0.01%	714
2022 Q1	$8K	Hold	221	–	–	﹤0.01%	681
2021 Q4	$9K	Hold	221	–	–	﹤0.01%	606
2021 Q3	$9K	Hold	221	–	–	0.01%	597
2021 Q2	$9K	Hold	221	–	–	0.01%	585
2021 Q1	$9K	Hold	221	–	–	0.01%	498
2020 Q4	$8K	Buy	+221	New	+$6.8K	0.01%	484

Other funds holding ESML

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Key Financial Inc's ESML Position: Q3 2026 in Review

Key Financial Inc held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 9,173 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #195.

Key Financial Inc first reported a position in ESML in Q4 2020 and has held it in 17 quarters since. The position peaked at $513K in Q2 2026. 316 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Key Financial Inc held 9,173 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $477K as of Q3 2026.
Key Financial Inc 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 Key Financial Inc's portfolio in Q3 2026, its #195 holding.
Key Financial Inc first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 17 quarters since.
Key Financial Inc's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $513K in Q2 2026.
316 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.