Towerpoint Wealth
ESML icon

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

Towerpoint Wealth’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 		$1.35M Sell
25,987
-502
-2% -$27.3K 0.48% 41
2026
Q2 		$1.48M Sell
26,489
-1,515
-5% -$78.8K 0.51% 36
2026
Q1 		$1.32M Buy
28,004
+367
+1% +$17.8K 0.53% 37
2025
Q4 		$1.27M Buy
27,637
+903
+3% +$41.2K 0.5% 37
2025
Q3 		$1.21M Buy
26,734
+983
+4% +$42.7K 0.49% 37
2025
Q2 		$1.06M Buy
25,751
+1,715
+7% +$66.4K 0.47% 40
2025
Q1 		$923K Buy
24,036
+3,689
+18% +$153K 0.46% 40
2024
Q4 		$856K Sell
20,347
-1,709
-8% -$73.9K 0.42% 40
2024
Q3 		$922K Buy
22,056
+184
+0.8% +$7.4K 0.44% 37
2024
Q2 		$842K Buy
21,872
+4,108
+23% +$159K 0.42% 37
2024
Q1 		$715K Buy
17,764
+1,065
+6% +$40.5K 0.36% 42
2023
Q4 		$635K Sell
16,699
-696
-4% -$23.8K 0.35% 43
2023
Q3 		$585K Buy
17,395
+4,740
+37% +$169K 0.35% 45
2023
Q2 		$450K Buy
12,655
+4,685
+59% +$159K 0.25% 55
2023
Q1 		$271K Buy
+7,970
New +$278K 0.16% 67

Other funds holding ESML

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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
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

Towerpoint Wealth's ESML Position: Q3 2026 in Review

Towerpoint Wealth reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.9% in Q3 2026, selling an estimated $27.3K and leaving 25,987 shares worth $1.35M. The position accounts for 0.48% of the portfolio, ranked #41.

Towerpoint Wealth first reported a position in ESML in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.48M in Q2 2026. 212 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Towerpoint Wealth held 25,987 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.35M as of Q3 2026.
  • Towerpoint Wealth sold 502 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $27.3K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.48% of Towerpoint Wealth's portfolio in Q3 2026, its #41 holding.
  • Towerpoint Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Towerpoint Wealth's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.48M in Q2 2026.
  • 212 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.