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LWM Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

LWM Advisors’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 		$355K Hold
6,834
– – 0.27% 23
2026
Q2 		$382K Hold
6,834
– – 0.29% 21
2026
Q1 		$321K Hold
6,834
– – 0.28% 24
2025
Q4 		$314K Hold
6,834
– – 0.28% 25
2025
Q3 		$308K Buy
6,834
+344
+5% +$14.9K 0.28% 25
2025
Q2 		$268K Hold
6,490
– – 0.26% 25
2025
Q1 		$252K Hold
6,490
– – 0.26% 24
2024
Q4 		$273K Buy
+6,490
New +$281K 0.27% 18

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

LWM Advisors's ESML Position: Q3 2026 in Review

LWM Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 6,834 shares worth $355K. The position accounts for 0.27% of the portfolio, ranked #23.

LWM Advisors first reported a position in ESML in Q4 2024 and has held it in 8 quarters since. The position peaked at $382K in Q2 2026. 31 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • LWM Advisors held 6,834 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $355K as of Q3 2026.
  • LWM Advisors 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 0.27% of LWM Advisors's portfolio in Q3 2026, its #23 holding.
  • LWM Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • LWM Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $382K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.