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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
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

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Towerpoint Wealth's ESML Position: Q2 2026 in Review

Towerpoint Wealth reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 5.4% in Q2 2026, selling an estimated $78.8K and leaving 26,489 shares worth $1.48M. The position accounts for 0.51% of the portfolio, ranked #36.

Towerpoint Wealth first reported a position in ESML in Q1 2023 and has held it in 14 quarters since. 125 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Towerpoint Wealth held 26,489 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.48M as of Q2 2026.
  • Towerpoint Wealth sold 1,515 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $78.8K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.51% of Towerpoint Wealth's portfolio in Q2 2026, its #36 holding.
  • Towerpoint Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.