QWM
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Quaker Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Quaker Wealth 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 		$91.8K Buy
1,642
+35
+2% +$1.82K 0.03% 118
2026
Q1 		$75.6K Hold
1,607
– – 0.02% 126
2025
Q4 		$73.9K Hold
1,607
– – 0.02% 135
2025
Q3 		$72.4K Buy
+1,607
New +$69.8K 0.02% 132

Other funds holding ESML

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WA
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Quaker Wealth Management's ESML Position: Q2 2026 in Review

Quaker Wealth Management increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.2% in Q2 2026, buying an estimated $1.82K and bringing the position to 1,642 shares worth $91.8K. The position accounts for 0.03% of the portfolio, ranked #118.

Quaker Wealth Management first reported a position in ESML in Q3 2025 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Quaker Wealth Management held 1,642 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $91.8K as of Q2 2026.
  • Quaker Wealth Management bought 35 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.82K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Quaker Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Quaker Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.