Cornerstone Planning Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cornerstone Planning Group’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	–	Sell	-306	Closed	-$16K	–	1896
2026 Q1	$16K	Buy	+306	New	+$14.8K	﹤0.01%	743
2023 Q4	–	Sell	-73	Closed	-$2.46K	–	982
2023 Q3	$2.46K	Sell	73 -72	-50%	-$2.56K	﹤0.01%	619
2023 Q2	$5.15K	Buy	+145	New	+$4.91K	﹤0.01%	885
2022 Q4	$81.1K	Buy	+2,361	New	+$78.4K	0.03%	187

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

Cornerstone Planning Group's ESML Position: Q2 2026 in Review

Cornerstone Planning Group sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026, closing a stake of 306 shares — an estimated $16K sold.

Cornerstone Planning Group first reported a position in ESML in Q4 2022 and held it in 4 quarters. The position peaked at $81.1K in Q4 2022. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Cornerstone Planning Group reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Cornerstone Planning Group sold 306 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $16K.
Cornerstone Planning Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and held it in 4 quarters.
Cornerstone Planning Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $81.1K in Q4 2022.
475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.