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

Valued 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	$5.59K	Hold	100	–	–	﹤0.01%	424
2026 Q1	$4.7K	Hold	100	–	–	﹤0.01%	416
2025 Q4	$4.6K	Hold	100	–	–	﹤0.01%	317
2025 Q3	$4.51K	Hold	100	–	–	﹤0.01%	299
2025 Q2	$4.13K	Hold	100	–	–	﹤0.01%	303
2025 Q1	$3.84K	Hold	100	–	–	﹤0.01%	342
2024 Q4	$4.21K	Buy	+100	New	+$4.32K	﹤0.01%	324

Other funds holding ESML

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BFA

Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

Valued Wealth Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 100 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Valued Wealth Advisors first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Valued Wealth Advisors held 100 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $5.59K as of Q2 2026.
Valued Wealth Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #424 holding.
Valued Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
162 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.