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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
Q2 		$285K Sell
5,096
-137
-3% -$7.13K 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

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BFA
Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

Moller Wealth Partners's ESML Position: Q2 2026 in Review

Moller Wealth Partners reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.6% in Q2 2026, selling an estimated $7.13K and leaving 5,096 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #63.

Moller Wealth Partners first reported a position in ESML in Q1 2022 and has held it in 14 quarters since. The position peaked at $332K in Q4 2025. 188 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Moller Wealth Partners held 5,096 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $285K as of Q2 2026.
  • Moller Wealth Partners sold 137 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $7.13K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of Moller Wealth Partners's portfolio in Q2 2026, its #63 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 14 quarters since.
  • Moller Wealth Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $332K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.