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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
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

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
B
Bailard Foster City, California $4.91B AUM 31.75% 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 $44.6B AUM 28.94% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

TCI Wealth Advisors's ESML Position: Q2 2026 in Review

TCI Wealth Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.39% in Q2 2026, buying an estimated $1.2K and bringing the position to 5,849 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #198.

TCI Wealth Advisors first reported a position in ESML in Q2 2022 and has held it in 14 quarters since. 224 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • TCI Wealth Advisors held 5,849 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $327K as of Q2 2026.
  • TCI Wealth Advisors bought 23 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.2K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #198 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 14 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.