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MJT & Associates Financial Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

MJT & Associates Financial Advisory’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 		$51.3K Buy
987
+60
+6% +$3.27K 0.03% 71
2026
Q2 		$51.8K Sell
927
-56
-6% -$2.91K 0.03% 80
2026
Q1 		$46.2K Sell
983
-134
-12% -$6.5K 0.03% 84
2025
Q4 		$51.4K Hold
1,117
– – 0.04% 80
2025
Q3 		$50.4K Hold
1,117
– – 0.04% 81
2025
Q2 		$46.2K Sell
1,117
-343
-23% -$13.3K 0.06% 98
2025
Q1 		$56.1K Buy
+1,460
New +$60.7K 0.05% 103

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

MJT & Associates Financial Advisory's ESML Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 6.5% in Q3 2026, buying an estimated $3.27K and bringing the position to 987 shares worth $51.3K. The position accounts for 0.03% of the portfolio, ranked #71.

MJT & Associates Financial Advisory first reported a position in ESML in Q1 2025 and has held it in 7 quarters since. The position peaked at $56.1K in Q1 2025. 30 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • MJT & Associates Financial Advisory held 987 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $51.3K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 60 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $3.27K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #71 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $56.1K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.