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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
Q2 		$3.3M Buy
58,976
+623
+1% +$32.4K 1.46% 27
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

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 29.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Laurel Wealth Planning's ESML Position: Q2 2026 in Review

Laurel Wealth Planning increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.1% in Q2 2026, buying an estimated $32.4K and bringing the position to 58,976 shares worth $3.3M. The position accounts for 1.46% of the portfolio, ranked #27.

Laurel Wealth Planning first reported a position in ESML in Q2 2021 and has held it in 21 quarters since. 476 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Laurel Wealth Planning held 58,976 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $3.3M as of Q2 2026.
  • Laurel Wealth Planning bought 623 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $32.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 1.46% of Laurel Wealth Planning's portfolio in Q2 2026, its #27 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 21 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.