SignatureFD
ESML icon

SignatureFD’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

SignatureFD’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 		$69.7K Buy
1,341
+31
+2% +$1.69K ﹤0.01% 1766
2026
Q2 		$73.3K Buy
1,310
+252
+24% +$13.1K ﹤0.01% 1636
2026
Q1 		$49.7K Hold
1,058
– – ﹤0.01% 1726
2025
Q4 		$48.6K Hold
1,058
– – ﹤0.01% 1664
2025
Q3 		$47.7K Hold
1,058
– – ﹤0.01% 1661
2025
Q2 		$43.7K Hold
1,058
– – ﹤0.01% 1655
2025
Q1 		$40.6K Sell
1,058
-269
-20% -$11.2K ﹤0.01% 1696
2024
Q4 		$55.8K Hold
1,327
– – ﹤0.01% 1525
2024
Q3 		$55.5K Buy
1,327
+101
+8% +$4.06K ﹤0.01% 1518
2024
Q2 		$47.2K Buy
1,226
+107
+10% +$4.13K ﹤0.01% 1542
2024
Q1 		$45.1K Buy
1,119
+289
+35% +$11K ﹤0.01% 1607
2023
Q4 		$31.5K Buy
830
+242
+41% +$8.26K ﹤0.01% 1701
2023
Q3 		$19.8K Buy
588
+81
+16% +$2.88K ﹤0.01% 1855
2023
Q2 		$18K Sell
507
-49
-9% -$1.66K ﹤0.01% 1946
2023
Q1 		$18.9K Hold
556
– – ﹤0.01% 1904
2022
Q4 		$18.3K Hold
556
– – ﹤0.01% 1843
2022
Q3 		$17K Buy
556
+139
+33% +$4.69K ﹤0.01% 1819
2022
Q2 		$13K Hold
417
– – ﹤0.01% 1985
2022
Q1 		$16K Hold
417
– – ﹤0.01% 1951
2021
Q4 		$17K Hold
417
– – ﹤0.01% 1853
2021
Q3 		$16K Hold
417
– – ﹤0.01% 1852
2021
Q2 		$17K Buy
417
+349
+513% +$13.9K ﹤0.01% 1778
2021
Q1 		$3K Buy
+68
New +$2.56K ﹤0.01% 2331

Other funds holding ESML

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

SignatureFD's ESML Position: Q3 2026 in Review

SignatureFD increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 2.4% in Q3 2026, buying an estimated $1.69K and bringing the position to 1,341 shares worth $69.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

SignatureFD first reported a position in ESML in Q1 2021 and has held it in 23 quarters since. The position peaked at $73.3K in Q2 2026. 166 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • SignatureFD held 1,341 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $69.7K as of Q3 2026.
  • SignatureFD bought 31 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $1.69K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1766 holding.
  • SignatureFD first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • SignatureFD's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $73.3K 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 SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.