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

Physician Wealth Advisors’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	$30.4K	Hold	584	–	–	﹤0.01%	581
2026 Q2	$32.7K	Hold	584	–	–	﹤0.01%	536
2026 Q1	$27.5K	Hold	584	–	–	﹤0.01%	549
2025 Q4	$26.9K	Hold	584	–	–	﹤0.01%	513
2025 Q3	$26.3K	Hold	584	–	–	﹤0.01%	511
2025 Q2	$24.1K	Hold	584	–	–	﹤0.01%	475
2025 Q1	$22.4K	Hold	584	–	–	﹤0.01%	463
2024 Q4	$24.6K	Buy	+584	New	+$25.2K	﹤0.01%	467

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

Physician Wealth Advisors's ESML Position: Q3 2026 in Review

Physician Wealth Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2026 at 584 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Physician Wealth Advisors first reported a position in ESML in Q4 2024 and has held it in 8 quarters since. The position peaked at $32.7K in Q2 2026. 166 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Physician Wealth Advisors held 584 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $30.4K as of Q3 2026.
Physician Wealth Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #581 holding.
Physician Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $32.7K in Q2 2026.
166 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.