TCI Wealth Advisors
ESML icon

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

TCI 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
Q3 		$301K Sell
5,792
-57
-1% -$3.1K 0.01% 219
2026
Q2 		$327K Buy
5,849
+23
+0.4% +$1.2K 0.01% 198
2026
Q1 		$274K Buy
5,826
+91
+2% +$4.41K 0.01% 203
2025
Q4 		$264K Sell
5,735
-295
-5% -$13.4K 0.01% 205
2025
Q3 		$272K Buy
6,030
+15
+0.2% +$652 0.02% 203
2025
Q2 		$249K Buy
6,015
+73
+1% +$2.83K 0.02% 207
2025
Q1 		$228K Sell
5,942
-218
-4% -$9.06K 0.02% 206
2024
Q4 		$259K Sell
6,160
-29
-0.5% -$1.25K 0.02% 190
2024
Q3 		$259K Hold
6,189
– – 0.02% 201
2024
Q2 		$238K Hold
6,189
– – 0.02% 199
2024
Q1 		$249K Buy
6,189
+581
+10% +$22.1K 0.02% 186
2023
Q4 		$213K Buy
+5,608
New +$191K 0.02% 191
2023
Q2 		– Sell
-3,533
Closed -$120K – 850
2023
Q1 		$120K Hold
3,533
– – 0.02% 251
2022
Q4 		$116K Buy
+3,533
New +$117K 0.02% 235
2022
Q3 		– Sell
-422
Closed -$13K – 2334
2022
Q2 		$13K Buy
+422
New +$14.5K ﹤0.01% 846

Other funds holding ESML

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Architects
Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

TCI Wealth Advisors's ESML Position: Q3 2026 in Review

TCI Wealth Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.97% in Q3 2026, selling an estimated $3.1K and leaving 5,792 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #219.

TCI Wealth Advisors first reported a position in ESML in Q2 2022 and has held it in 15 quarters since. The position peaked at $327K in Q2 2026. 293 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • TCI Wealth Advisors held 5,792 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $301K as of Q3 2026.
  • TCI Wealth Advisors sold 57 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $3.1K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q3 2026, its #219 holding.
  • TCI Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and has held it in 15 quarters since.
  • TCI Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $327K in Q2 2026.
  • 293 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on TCI Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.