Creative Planning
ESML icon

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

Creative 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 		$88.9M Buy
1,590,035
+21,753
+1% +$1.13M 0.05% 163
2026
Q1 		$73.7M Buy
1,568,282
+21,961
+1% +$1.07M 0.05% 160
2025
Q4 		$71.1M Buy
1,546,321
+72,987
+5% +$3.33M 0.05% 157
2025
Q3 		$66.4M Sell
1,473,334
-25,689
-2% -$1.12M 0.05% 150
2025
Q2 		$62M Buy
1,499,023
+44,596
+3% +$1.73M 0.05% 143
2025
Q1 		$55.9M Buy
1,454,427
+25,183
+2% +$1.05M 0.05% 142
2024
Q4 		$60.1M Buy
1,429,244
+39,751
+3% +$1.72M 0.06% 125
2024
Q3 		$58.1M Buy
1,389,493
+32,347
+2% +$1.3M 0.06% 130
2024
Q2 		$52.3M Buy
1,357,146
+59,924
+5% +$2.31M 0.06% 131
2024
Q1 		$52.2M Buy
1,297,222
+31,121
+2% +$1.18M 0.06% 126
2023
Q4 		$48.1M Buy
1,266,101
+62,494
+5% +$2.13M 0.09% 125
2023
Q3 		$40.5M Buy
1,203,607
+31,281
+3% +$1.11M 0.05% 148
2023
Q2 		$41.6M Buy
1,172,326
+75,177
+7% +$2.54M 0.06% 131
2023
Q1 		$37.3M Buy
1,097,149
+14,103
+1% +$492K 0.05% 136
2022
Q4 		$35.6M Buy
1,083,046
+80,161
+8% +$2.66M 0.05% 141
2022
Q3 		$30.8M Sell
1,002,885
-56,769
-5% -$1.92M 0.05% 135
2022
Q2 		$33.4M Buy
1,059,654
+98,488
+10% +$3.39M 0.06% 138
2022
Q1 		$36.6M Sell
961,166
-24,450
-2% -$922K 0.06% 130
2021
Q4 		$39.7M Buy
985,616
+200,652
+26% +$8.12M 0.06% 114
2021
Q3 		$30.6M Buy
784,964
+412,292
+111% +$16.3M 0.05% 133
2021
Q2 		$15M Sell
372,672
-223,985
-38% -$8.91M 0.03% 206
2021
Q1 		$23M Buy
596,657
+115,581
+24% +$4.36M 0.05% 155
2020
Q4 		$16.4M Buy
481,076
+94,724
+25% +$2.91M 0.04% 186
2020
Q3 		$10.2M Buy
386,352
+33,306
+9% +$881K 0.03% 205
2020
Q2 		$8.85M Sell
353,046
-2,544
-0.7% -$58.6K 0.03% 204
2020
Q1 		$7.09M Buy
355,590
+94,348
+36% +$2.46M 0.03% 210
2019
Q4 		$7.55M Buy
261,242
+62,363
+31% +$1.72M 0.02% 237
2019
Q3 		$5.31M Buy
198,879
+7,577
+4% +$203K 0.02% 274
2019
Q2 		$5.16M Buy
191,302
+89,093
+87% +$2.37M 0.02% 281
2019
Q1 		$2.7M Buy
+102,209
New +$2.62M 0.01% 390

Other funds holding ESML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning's ESML Position: Q2 2026 in Review

Creative Planning increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.4% in Q2 2026, buying an estimated $1.13M and bringing the position to 1,590,035 shares worth $88.9M. The position accounts for 0.05% of the portfolio, ranked #163.

Creative Planning first reported a position in ESML in Q1 2019 and has held it in 30 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Creative Planning held 1,590,035 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $88.9M as of Q2 2026.
  • Creative Planning bought 21,753 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $1.13M.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.05% of Creative Planning's portfolio in Q2 2026, its #163 holding.
  • Creative Planning first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.