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

Polaris Financial 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 Q3	$58K	Buy	+772	New	+$42K	0.03%	172

Other funds holding ESML

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Polaris Financial Partners's ESML Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2026: 772 shares worth $58K. The stake represents 0.03% of the portfolio and ranks #172 among its holdings.

2 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Polaris Financial Partners held 772 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $58K as of Q3 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Polaris Financial Partners position in Q3 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #172 holding.
2 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.