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

Midwest Financial Partners Investments’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 		$1.99M Sell
38,238
-4,135
-10% -$225K 0.76% 25
2026
Q2 		$2.37M Sell
42,373
-1,508
-3% -$78.4K 0.98% 23
2026
Q1 		$2.06M Buy
43,881
+206
+0.5% +$9.99K 1.09% 20
2025
Q4 		$2.01M Buy
+43,675
New +$1.99M 1.12% 19

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
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
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Midwest Financial Partners Investments's ESML Position: Q3 2026 in Review

Midwest Financial Partners Investments reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 9.8% in Q3 2026, selling an estimated $225K and leaving 38,238 shares worth $1.99M. The position accounts for 0.76% of the portfolio, ranked #25.

Midwest Financial Partners Investments first reported a position in ESML in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.37M in Q2 2026. 31 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Midwest Financial Partners Investments held 38,238 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.99M as of Q3 2026.
  • Midwest Financial Partners Investments sold 4,135 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $225K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.76% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #25 holding.
  • Midwest Financial Partners Investments first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Midwest Financial Partners Investments's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.37M 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 Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.