Center for Financial Planning’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Center for Financial Planning’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	$12.2K	Hold	218	–	–	﹤0.01%	480
2026 Q1	$10.3K	Hold	218	–	–	﹤0.01%	491
2025 Q4	$10K	Hold	218	–	–	﹤0.01%	490
2025 Q3	$9.83K	Hold	218	–	–	﹤0.01%	491
2025 Q2	$9.01K	Hold	218	–	–	﹤0.01%	471
2025 Q1	$8.37K	Hold	218	–	–	﹤0.01%	487
2024 Q4	$9.17K	Hold	218	–	–	﹤0.01%	431
2024 Q3	$9.12K	Hold	218	–	–	﹤0.01%	409
2024 Q2	$8.39K	Hold	218	–	–	﹤0.01%	414
2024 Q1	$8.78K	Hold	218	–	–	﹤0.01%	420
2023 Q4	$8.29K	Hold	218	–	–	﹤0.01%	391
2023 Q3	$7.34K	Hold	218	–	–	﹤0.01%	389
2023 Q2	$7.74K	Hold	218	–	–	﹤0.01%	411
2023 Q1	$7.41K	Hold	218	–	–	﹤0.01%	392
2022 Q4	$7.17K	Hold	218	–	–	﹤0.01%	388
2022 Q3	$7K	Hold	218	–	–	﹤0.01%	389
2022 Q2	$7K	Hold	218	–	–	﹤0.01%	393
2022 Q1	$8K	Hold	218	–	–	﹤0.01%	396
2021 Q4	$9K	Buy	218 +100	+85%	+$4.05K	﹤0.01%	389
2021 Q3	$5K	Hold	118	–	–	﹤0.01%	411
2021 Q2	$5K	Hold	118	–	–	﹤0.01%	417
2021 Q1	$5K	Buy	+118	New	+$4.45K	﹤0.01%	442

Other funds holding ESML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Center for Financial Planning's ESML Position: Q2 2026 in Review

Center for Financial Planning held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 218 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Center for Financial Planning first reported a position in ESML in Q1 2021 and has held it in 22 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Center for Financial Planning held 218 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $12.2K as of Q2 2026.
Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #480 holding.
Center for Financial Planning first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.