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

Decker Retirement 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	$4.26M	Buy	76,149 +8,860	+13%	+$461K	1.45%	18
2026 Q1	$3.16M	Buy	67,289 +4,296	+7%	+$208K	1.43%	24
2025 Q4	$2.9M	Buy	62,993 +1,400	+2%	+$63.8K	1.44%	26
2025 Q3	$2.78M	Sell	61,593 -4,868	-7%	-$211K	1.53%	27
2025 Q2	$2.75M	Buy	66,461 +66,291	+38,995%	+$2.57M	1.59%	22
2025 Q1	$6.53K	Hold	170	–	–	﹤0.01%	137
2024 Q4	$7.15K	Buy	+170	New	+$7.35K	﹤0.01%	291

Other funds holding ESML

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Decker Retirement Planning's ESML Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 13% in Q2 2026, buying an estimated $461K and bringing the position to 76,149 shares worth $4.26M. The position accounts for 1.45% of the portfolio, ranked #18.

Decker Retirement Planning first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

Decker Retirement Planning held 76,149 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $4.26M as of Q2 2026.
Decker Retirement Planning bought 8,860 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $461K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 1.45% of Decker Retirement Planning's portfolio in Q2 2026, its #18 holding.
Decker Retirement Planning first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
202 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.