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

NWF Advisory Services’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	$382K	Sell	7,341 -546	-7%	-$29.7K	0.04%	265
2026 Q2	$441K	Buy	7,887 +6	+0.1%	+$312	0.04%	243
2026 Q1	$371K	Buy	7,881 +8	+0.1%	+$388	0.04%	254
2025 Q4	$362K	Sell	7,873 -213	-3%	-$9.7K	0.04%	251
2025 Q3	$365K	Buy	8,086 +536	+7%	+$23.3K	0.04%	257
2025 Q2	$312K	Sell	7,550 -246	-3%	-$9.5K	0.04%	288
2025 Q1	$299K	Buy	7,796 +2,065	+36%	+$85.8K	0.04%	252
2024 Q4	$241K	Buy	+5,731	New	+$248K	0.04%	225

Other funds holding ESML

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

NWF Advisory Services's ESML Position: Q3 2026 in Review

NWF Advisory Services reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 6.9% in Q3 2026, selling an estimated $29.7K and leaving 7,341 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #265.

NWF Advisory Services first reported a position in ESML in Q4 2024 and has held it in 8 quarters since. The position peaked at $441K in Q2 2026. 171 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

NWF Advisory Services held 7,341 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $382K as of Q3 2026.
NWF Advisory Services sold 546 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $29.7K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #265 holding.
NWF Advisory Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
NWF Advisory Services's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $441K in Q2 2026.
171 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.