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

RTD Financial 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	$236K	Buy	+4,221	New	+$220K	0.03%	118
2025 Q4	–	Sell	-4,721	Closed	-$213K	–	114
2025 Q3	$213K	Sell	4,721 -1,385	-23%	-$60.2K	0.03%	107
2025 Q2	$252K	Sell	6,106 -237	-4%	-$9.17K	0.03%	101
2025 Q1	$244K	Sell	6,343 -93	-1%	-$3.87K	0.03%	109
2024 Q4	$271K	Hold	6,436	–	–	0.03%	107
2024 Q3	$269K	Hold	6,436	–	–	0.03%	106
2024 Q2	$248K	Hold	6,436	–	–	0.03%	104
2024 Q1	$259K	Hold	6,436	–	–	0.03%	96
2023 Q4	$245K	Buy	+6,436	New	+$220K	0.03%	97
2022 Q2	–	Sell	-5,598	Closed	-$213K	–	111
2022 Q1	$213K	Buy	+5,598	New	+$211K	0.03%	109

Other funds holding ESML

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

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

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

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Pine Haven Investment Counsel Fairhaven, Massachusetts $149M AUM 23.2% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return