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

Next Level 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 Q3	$33.3K	Buy	+641	New	+$34.9K	0.01%	216

Other funds holding ESML

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 24.8% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Next Level Wealth Planning's ESML Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2026: 641 shares worth $33.3K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings.

293 funds tracked by Wall St. Rank hold ESML as of Q3 2026.

Next Level Wealth Planning held 641 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $33.3K as of Q3 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #216 holding.
293 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.