Moller Wealth Partners
ESML icon

Moller Wealth Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Moller Wealth Partners’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 		$265K Sell
5,093
-3
-0.1% -$163 0.05% 61
2026
Q2 		$285K Sell
5,096
-137
-3% -$7.12K 0.05% 63
2026
Q1 		$246K Sell
5,233
-1,985
-28% -$96.3K 0.05% 61
2025
Q4 		$332K Buy
7,218
+21
+0.3% +$957 0.07% 54
2025
Q3 		$324K Buy
7,197
+21
+0.3% +$912 0.07% 54
2025
Q2 		$297K Sell
7,176
-113
-2% -$4.37K 0.07% 56
2025
Q1 		$280K Buy
7,289
+662
+10% +$27.5K 0.07% 54
2024
Q4 		$279K Sell
6,627
-17
-0.3% -$735 0.07% 54
2024
Q3 		$278K Sell
6,644
-26
-0.4% -$1.04K 0.07% 57
2024
Q2 		$257K Buy
6,670
+410
+7% +$15.8K 0.07% 58
2024
Q1 		$252K Buy
6,260
+91
+1% +$3.46K 0.07% 48
2023
Q4 		$234K Buy
6,169
+165
+3% +$5.63K 0.07% 48
2023
Q3 		$202K Sell
6,004
-48
-0.8% -$1.71K 0.06% 47
2023
Q2 		$215K Buy
+6,052
New +$205K 0.07% 48
2022
Q2 		– Sell
-5,559
Closed -$211K – 52
2022
Q1 		$211K Buy
+5,559
New +$210K 0.07% 52

Other funds holding ESML

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Architects
Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Moller Wealth Partners's ESML Position: Q3 2026 in Review

Moller Wealth Partners reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.06% in Q3 2026, selling an estimated $163 and leaving 5,093 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #61.

Moller Wealth Partners first reported a position in ESML in Q1 2022 and has held it in 15 quarters since. The position peaked at $332K in Q4 2025. 293 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Moller Wealth Partners held 5,093 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $265K as of Q3 2026.
  • Moller Wealth Partners sold 3 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $163.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of Moller Wealth Partners's portfolio in Q3 2026, its #61 holding.
  • Moller Wealth Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 15 quarters since.
  • Moller Wealth Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $332K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.