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

Midwest Trust’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	$443K	Buy	8,522 +322	+4%	+$17.5K	﹤0.01%	479
2026 Q2	$459K	Sell	8,200 -11	-0.1%	-$572	0.01%	462
2026 Q1	$386K	Buy	8,211 +281	+4%	+$13.6K	﹤0.01%	469
2025 Q4	$365K	Sell	7,930 -9	-0.1%	-$410	﹤0.01%	474
2025 Q3	$358K	Sell	7,939 -3,189	-29%	-$139K	﹤0.01%	477
2025 Q2	$460K	Buy	+11,128	New	+$431K	0.01%	432

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

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

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

Midwest Trust's ESML Position: Q3 2026 in Review

Midwest Trust increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.9% in Q3 2026, buying an estimated $17.5K and bringing the position to 8,522 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Midwest Trust first reported a position in ESML in Q2 2025 and has held it in 6 quarters since. The position peaked at $460K in Q2 2025. 290 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Midwest Trust held 8,522 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $443K as of Q3 2026.
Midwest Trust bought 322 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $17.5K.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #479 holding.
Midwest Trust first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $460K in Q2 2025.
290 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.