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

Keener 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 		$253K Sell
4,538
-84
-2% -$4.37K 0.09% 55
2026
Q1 		$217K Buy
4,622
+115
+3% +$5.58K 0.09% 54
2025
Q4 		$207K Buy
4,507
+1,146
+34% +$52.2K 0.09% 57
2025
Q3 		$151K Hold
3,361
– – 0.07% 58
2025
Q2 		$138K Hold
3,361
– – 0.07% 62
2025
Q1 		$129K Buy
3,361
+93
+3% +$3.87K 0.08% 55
2024
Q4 		$137K Sell
3,268
-16
-0.5% -$692 0.08% 60
2024
Q3 		$137K Hold
3,284
– – 0.09% 53
2024
Q2 		$126K Hold
3,284
– – 0.08% 56
2024
Q1 		$133K Hold
3,284
– – 0.09% 56
2023
Q4 		$125K Buy
+3,284
New +$112K 0.1% 59

Other funds holding ESML

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Keener Financial Planning's ESML Position: Q2 2026 in Review

Keener Financial Planning reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.8% in Q2 2026, selling an estimated $4.37K and leaving 4,538 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #55.

Keener Financial Planning first reported a position in ESML in Q4 2023 and has held it in 11 quarters since. 286 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Keener Financial Planning held 4,538 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $253K as of Q2 2026.
  • Keener Financial Planning sold 84 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $4.37K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.09% of Keener Financial Planning's portfolio in Q2 2026, its #55 holding.
  • Keener Financial Planning first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.