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Financial Life Planners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Financial Life Planners’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 		$172 Hold
3
– – ﹤0.01% 319
2026
Q1 		$145 Buy
+3
New +$146 ﹤0.01% 345
2025
Q4 		– Sell
-3
Closed -$138 – 145
2025
Q3 		$138 Buy
+3
New +$130 ﹤0.01% 342
2025
Q1 		– Sell
-3
Closed -$127 – 183
2024
Q4 		$127 Buy
+3
New +$130 ﹤0.01% 387

Other funds holding ESML

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WA
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Financial Life Planners's ESML Position: Q2 2026 in Review

Financial Life Planners held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 3 shares worth $172. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Financial Life Planners first reported a position in ESML in Q4 2024 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Financial Life Planners held 3 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $172 as of Q2 2026.
  • Financial Life Planners 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 Financial Life Planners's portfolio in Q2 2026, its #319 holding.
  • Financial Life Planners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

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