Weil Company’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Weil Company’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	$295K	Sell	5,666 -460	-8%	-$25K	0.05%	116
2026 Q2	$343K	Sell	6,126 -274	-4%	-$14.2K	0.06%	109
2026 Q1	$301K	Buy	6,400 +11	+0.2%	+$534	0.07%	98
2025 Q4	$294K	Sell	6,389 -275	-4%	-$12.5K	0.07%	99
2025 Q3	$300K	Buy	6,664 +669	+11%	+$29.1K	0.07%	100
2025 Q2	$248K	Buy	+5,995	New	+$232K	0.07%	105

Other funds holding ESML

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 7.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Weil Company's ESML Position: Q3 2026 in Review

Weil Company reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 7.5% in Q3 2026, selling an estimated $25K and leaving 5,666 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #116.

Weil Company first reported a position in ESML in Q2 2025 and has held it in 6 quarters since. The position peaked at $343K in Q2 2026. 142 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Weil Company held 5,666 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $295K as of Q3 2026.
Weil Company sold 460 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2026, an estimated $25K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of Weil Company's portfolio in Q3 2026, its #116 holding.
Weil Company first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Weil Company's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $343K in Q2 2026.
142 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Weil Company's 13F filing for Q3 2026, filed 14 Oct 2026.