Peak Financial Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Peak Financial Management’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	$332K	Hold	5,934	–	–	0.08%	78
2026 Q1	$279K	Hold	5,934	–	–	0.07%	72
2025 Q4	$273K	Sell	5,934 -210	-3%	-$9.57K	0.07%	80
2025 Q3	$277K	Buy	6,144 +330	+6%	+$14.3K	0.07%	74
2025 Q2	$240K	Hold	5,814	–	–	0.07%	86
2025 Q1	$223K	Buy	5,814 +160	+3%	+$6.65K	0.07%	83
2024 Q4	$238K	Hold	5,654	–	–	0.07%	84
2024 Q3	$236K	Sell	5,654 -370	-6%	-$14.9K	0.07%	86
2024 Q2	$232K	Hold	6,024	–	–	0.07%	83
2024 Q1	$243K	Buy	6,024 +175	+3%	+$6.66K	0.08%	82
2023 Q4	$222K	Buy	+5,849	New	+$200K	0.07%	81

Other funds holding ESML

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Peak Financial Management's ESML Position: Q2 2026 in Review

Peak Financial Management held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 5,934 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #78.

Peak Financial Management first reported a position in ESML in Q4 2023 and has held it in 11 quarters since. 259 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Peak Financial Management held 5,934 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $332K as of Q2 2026.
Peak Financial Management left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Peak Financial Management's portfolio in Q2 2026, its #78 holding.
Peak Financial Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
259 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.