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

Laurel Wealth 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
Q1 		$2.74M Sell
58,353
-1,069
-2% -$51.9K 1.45% 26
2025
Q4 		$2.73M Buy
59,422
+1,144
+2% +$52.2K 1.51% 23
2025
Q3 		$2.63M Buy
58,278
+83
+0.1% +$3.61K 1.39% 24
2025
Q2 		$2.41M Buy
58,195
+6,103
+12% +$236K 1.37% 24
2025
Q1 		$2M Buy
52,092
+2,526
+5% +$105K 1.33% 24
2024
Q4 		$2.08M Sell
49,566
-221
-0.4% -$9.55K 1.34% 24
2024
Q3 		$2.08M Sell
49,787
-1,457
-3% -$58.6K 1.36% 22
2024
Q2 		$1.97M Buy
51,244
+1,843
+4% +$71.1K 1.37% 21
2024
Q1 		$1.99M Buy
49,401
+1,031
+2% +$39.2K 1.32% 22
2023
Q4 		$1.84M Buy
48,370
+6,509
+16% +$222K 1.3% 24
2023
Q3 		$1.41M Buy
41,861
+1,544
+4% +$55K 1.1% 26
2023
Q2 		$1.43M Sell
40,317
-1,314
-3% -$44.5K 1.02% 29
2023
Q1 		$1.42M Buy
41,631
+5,485
+15% +$192K 0.94% 34
2022
Q4 		$1.19M Buy
36,146
+8,626
+31% +$286K 0.77% 36
2022
Q3 		$844K Buy
27,520
+5,908
+27% +$199K 0.62% 39
2022
Q2 		$681K Buy
21,612
+1,740
+9% +$59.9K 0.48% 42
2022
Q1 		$756K Buy
19,872
+9,599
+93% +$362K 0.51% 41
2021
Q4 		$414K Buy
10,273
+6,163
+150% +$250K 0.31% 50
2021
Q3 		$160K Buy
4,110
+3,971
+2,857% +$157K 0.13% 64
2021
Q2 		$6K Buy
+139
New +$5.53K 0.01% 106

Other funds holding ESML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Laurel Wealth Planning's ESML Position: Q1 2026 in Review

Laurel Wealth Planning reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.8% in Q1 2026, selling an estimated $51.9K and leaving 58,353 shares worth $2.74M. The position accounts for 1.45% of the portfolio, ranked #26.

Laurel Wealth Planning first reported a position in ESML in Q2 2021 and has held it in 20 quarters since. 448 funds tracked by Wall St. Rank hold ESML as of Q1 2026.

  • Laurel Wealth Planning held 58,353 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $2.74M as of Q1 2026.
  • Laurel Wealth Planning sold 1,069 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2026, an estimated $51.9K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 1.45% of Laurel Wealth Planning's portfolio in Q1 2026, its #26 holding.
  • Laurel Wealth Planning first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.