Who Owns iShares ESG Aware MSCI USA Small-Cap ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares ESG Aware MSCI USA Small-Cap ETF.
Who crossed 5% of ESML →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Apella Capital, LLCESG AWARE MSCI113.8K shadded | $6M |
| Gradient Investments LLCESG AWARE MSCI77.7K shadded | $4M |
| TOMPKINS FINANCIAL CORPESG AWARE MSCI55.6K shadded | $2.9M |
| Midwest Financial Partners Investments, Inc.ESG AWARE MSCI38.2K shtrimmed | $2M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF31.1K shadded | $1.6M |
| Cambridge Financial Group, LLCESG AWARE MSCI22.8K shheld | $1.3M |
| Farther Finance Advisors, LLCETF23K shadded | $1.2M |
| Boston Standard Wealth Management, LLCESG AWARE MSCI18.6K shadded | $969.3K |
| Acropolis Investment Management, LLCESG AWARE MSCI17.3K shtrimmed | $899.9K |
| First Heartland Consultants, Inc.ESG AWARE MSCI17K sh— | $882.9K |
| Paragon Capital Management LtdESG AWARE MSCI15.2K shadded | $790.8K |
| Bangor Savings BankESG AWARE MSCI10.5K shtrimmed | $546.9K |
| Factor Wealth Management LTDESG AWARE MSCI9.9K shtrimmed | $513.6K |
| Emergent Wealth Advisors, LLCESG AWARE MSCI8.8K shtrimmed | $457K |
| Nautilus Advisors LLCESG AWARE MSCI8.5K shadded | $440.3K |
| LWM ADVISORS INCESG AWARE MSCI6.8K shheld | $355.4K |
| Hiley Hunt Wealth ManagementESG AWARE MSCI6.3K shadded | $330K |
| Trust CoETF6.3K shadded | $328.8K |
| RTD Financial Advisors, Inc.ESG AWARE MSCI4.2K shtrimmed | $216.5K |
| Pathway Financial Advisors LLCESG AWARE MSCI3.9K shtrimmed | $203.8K |
| Central Pacific Bank - Trust DivisionESG AWARE MSCI2.7K shtrimmed | $138.3K |
| Investors Research CorpESG AWARE MSCI1.3K shtrimmed | $70K |
| CoreCap Advisors, LLCETF1K shtrimmed | $52.8K |
| MJT & Associates Financial Advisory Group, Inc.ETF987 shadded | $51.3K |
| ARMSTRONG ADVISORY GROUP, INCESG AWARE MSCI691 shadded | $35.9K |
| Rosenberg Matthew HamiltonETF438 shheld | $22.8K |
| ELEVATION WEALTH PARTNERS, LLCESG AWARE MSCI360 shheld | $18.7K |
| ATWOOD & PALMER INCCOM79 shheld | $4.1K |
| Davis Capital ManagementETF2 shheld | $104 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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