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

Valeo Financial 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 		– Sell
-3,757
Closed -$210K – 877
2026
Q2 		$210K Buy
+3,757
New +$195K ﹤0.01% 743
2026
Q1 		– Sell
-8,327
Closed -$383K – 797
2025
Q4 		$383K Buy
8,327
+6
+0.1% +$274 0.01% 540
2025
Q3 		$375K Sell
8,321
-268
-3% -$11.6K 0.01% 533
2025
Q2 		$355K Sell
8,589
-7,575
-47% -$293K 0.01% 525
2025
Q1 		$621K Buy
16,164
+1,034
+7% +$43K 0.02% 356
2024
Q4 		$636K Sell
15,130
-996
-6% -$43K 0.02% 357
2024
Q3 		$674K Sell
16,126
-5,821
-27% -$234K 0.02% 339
2024
Q2 		$845K Sell
21,947
-98
-0.4% -$3.78K 0.03% 275
2024
Q1 		$839K Sell
22,045
-1,305
-6% -$49.6K 0.03% 265
2023
Q4 		$888K Buy
23,350
+509
+2% +$17.4K 0.04% 242
2023
Q3 		$769K Buy
22,841
+929
+4% +$33.1K 0.04% 247
2023
Q2 		$778K Buy
21,912
+7
+0% +$237 0.04% 240
2023
Q1 		$745K Buy
+21,905
New +$765K 0.04% 258
2021
Q2 		– Sell
-3,040
Closed -$117K – 905
2021
Q1 		$117K Buy
3,040
+5
+0.2% +$188 0.01% 567
2020
Q4 		$104K Buy
3,035
+948
+45% +$29.1K 0.01% 555
2020
Q3 		$55K Buy
2,087
+6
+0.3% +$159 ﹤0.01% 630
2020
Q2 		$52K Buy
+2,081
New +$48K ﹤0.01% 707

Other funds holding ESML

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Valeo Financial Advisors's ESML Position: Q3 2026 in Review

Valeo Financial Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2026, closing a stake of 3,757 shares — an estimated $210K sold.

Valeo Financial Advisors first reported a position in ESML in Q2 2020 and held it in 17 quarters. The position peaked at $888K in Q4 2023. 29 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Valeo Financial Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,757 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $210K.
  • Valeo Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and held it in 17 quarters.
  • Valeo Financial Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $888K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.