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 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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Physician Wealth Advisors's ESML Position: Q2 2026 in Review

Physician Wealth Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 584 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Physician Wealth Advisors first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Physician Wealth Advisors held 584 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $32.7K as of Q2 2026.
Physician Wealth Advisors 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 ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #536 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 7 quarters since.
125 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.