Mokosak Advisory Group
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Mokosak Advisory Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Mokosak Advisory Group’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 		$503K Sell
9,665
-327
-3% -$17.8K 0.11% 23
2026
Q2 		$559K Buy
9,992
+21
+0.2% +$1.09K 0.12% 22
2026
Q1 		$469K Sell
9,971
-441
-4% -$21.4K 0.12% 21
2025
Q4 		$479K Sell
10,412
-167
-2% -$7.61K 0.12% 21
2025
Q3 		$477K Buy
10,579
+2,010
+23% +$87.3K 0.12% 22
2025
Q2 		$354K Buy
8,569
+24
+0.3% +$929 0.1% 23
2025
Q1 		$328K Sell
8,545
-46
-0.5% -$1.91K 0.1% 22
2024
Q4 		$361K Sell
8,591
-104
-1% -$4.5K 0.11% 21
2024
Q3 		$364K Sell
8,695
-227
-3% -$9.12K 0.11% 23
2024
Q2 		$344K Sell
8,922
-102
-1% -$3.94K 0.11% 21
2024
Q1 		$363K Sell
9,024
-1,639
-15% -$62.4K 0.12% 21
2023
Q4 		$405K Buy
10,663
+262
+3% +$8.94K 0.15% 19
2023
Q3 		$350K Sell
10,401
-1
-0% -$36 0.14% 19
2023
Q2 		$370K Buy
10,402
+33
+0.3% +$1.12K 0.15% 19
2023
Q1 		$352K Sell
10,369
-83
-0.8% -$2.9K 0.15% 19
2022
Q4 		$344K Sell
10,452
-271
-3% -$9K 0.15% 20
2022
Q3 		$329K Sell
10,723
-399
-4% -$13.5K 0.16% 22
2022
Q2 		$351K Buy
11,122
+17
+0.2% +$585 0.17% 18
2022
Q1 		$422K Buy
11,105
+181
+2% +$6.82K 0.17% 19
2021
Q4 		$440K Buy
10,924
+1,395
+15% +$56.5K 0.17% 18
2021
Q3 		$372K Buy
9,529
+318
+3% +$12.6K 0.15% 18
2021
Q2 		$371K Sell
9,211
-447
-5% -$17.8K 0.16% 18
2021
Q1 		$372K Sell
9,658
-1,308
-12% -$49.3K 0.17% 17
2020
Q4 		$374K Sell
10,966
-88
-0.8% -$2.71K 0.18% 17
2020
Q3 		$293K Buy
11,054
+424
+4% +$11.2K 0.17% 17
2020
Q2 		$266K Buy
10,630
+62
+0.6% +$1.43K 0.16% 18
2020
Q1 		$211K Buy
10,568
+2,022
+24% +$52.6K 0.16% 18
2019
Q4 		$247K Sell
8,546
-195
-2% -$5.39K 0.15% 22
2019
Q3 		$233K Buy
+8,741
New +$234K 0.15% 23

Other funds holding ESML

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Mokosak Advisory Group's ESML Position: Q3 2026 in Review

Mokosak Advisory Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.3% in Q3 2026, selling an estimated $17.8K and leaving 9,665 shares worth $503K. The position accounts for 0.11% of the portfolio, ranked #23.

Mokosak Advisory Group first reported a position in ESML in Q3 2019 and has held it in 29 quarters since. The position peaked at $559K in Q2 2026. 126 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Mokosak Advisory Group held 9,665 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $503K as of Q3 2026.
  • Mokosak Advisory Group sold 327 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $17.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.11% of Mokosak Advisory Group's portfolio in Q3 2026, its #23 holding.
  • Mokosak Advisory Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2019 and has held it in 29 quarters since.
  • Mokosak Advisory Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $559K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.