Wealthcare Advisory Partners
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Wealthcare Advisory Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Wealthcare Advisory Partners’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 		$2.09M Sell
40,164
-1,628
-4% -$88.6K 0.04% 388
2026
Q2 		$2.34M Buy
41,792
+3,997
+11% +$208K 0.04% 322
2026
Q1 		$1.78M Sell
37,795
-1,883
-5% -$91.3K 0.03% 387
2025
Q4 		$1.82M Sell
39,678
-2,064
-5% -$94.1K 0.04% 383
2025
Q3 		$1.88M Buy
41,742
+420
+1% +$18.2K 0.04% 359
2025
Q2 		$1.71M Buy
41,322
+158
+0.4% +$6.12K 0.04% 361
2025
Q1 		$1.58M Buy
41,164
+8,522
+26% +$354K 0.04% 342
2024
Q4 		$1.37M Buy
32,642
+2,148
+7% +$92.8K 0.04% 349
2024
Q3 		$1.28M Sell
30,494
-6,835
-18% -$275K 0.04% 362
2024
Q2 		$1.44M Sell
37,329
-6,569
-15% -$254K 0.04% 297
2024
Q1 		$1.77M Buy
43,898
+757
+2% +$28.8K 0.06% 253
2023
Q4 		$1.64M Sell
43,141
-5,270
-11% -$180K 0.07% 229
2023
Q3 		$1.63M Sell
48,411
-3,585
-7% -$128K 0.07% 202
2023
Q2 		$1.85M Sell
51,996
-884
-2% -$29.9K 0.08% 192
2023
Q1 		$1.8M Buy
52,880
+10,817
+26% +$378K 0.08% 193
2022
Q4 		$1.38M Buy
42,063
+6,070
+17% +$202K 0.07% 219
2022
Q3 		$1.1M Buy
35,993
+11,505
+47% +$388K 0.06% 221
2022
Q2 		$771K Buy
24,488
+373
+2% +$12.8K 0.05% 246
2022
Q1 		$917K Buy
24,115
+509
+2% +$19.2K 0.06% 208
2021
Q4 		$952K Buy
23,606
+4,939
+26% +$200K 0.06% 206
2021
Q3 		$728K Buy
18,667
+3,881
+26% +$154K 0.05% 248
2021
Q2 		$597K Buy
14,786
+1,780
+14% +$70.8K 0.04% 283
2021
Q1 		$501K Sell
13,006
-774
-6% -$29.2K 0.04% 287
2020
Q4 		$470K Hold
13,780
– – 0.04% 242
2020
Q3 		$365K Buy
+13,780
New +$364K 0.04% 249

Other funds holding ESML

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Bluestem Financial Advisors
Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners's ESML Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 3.9% in Q3 2026, selling an estimated $88.6K and leaving 40,164 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #388.

Wealthcare Advisory Partners first reported a position in ESML in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.34M in Q2 2026. 154 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

  • Wealthcare Advisory Partners held 40,164 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.09M as of Q3 2026.
  • Wealthcare Advisory Partners sold 1,628 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $88.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #388 holding.
  • Wealthcare Advisory Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • Wealthcare Advisory Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.34M in Q2 2026.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.