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

OLIO 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 		$573K Sell
10,251
-892
-8% -$46.4K 0.14% 35
2026
Q1 		$524K Sell
11,143
-179
-2% -$8.68K 0.15% 35
2025
Q4 		$521K Buy
11,322
+298
+3% +$13.6K 0.15% 39
2025
Q3 		$497K Buy
11,024
+95
+0.9% +$4.13K 0.15% 40
2025
Q2 		$452K Buy
10,929
+134
+1% +$5.19K 0.14% 42
2025
Q1 		$415K Buy
10,795
+3,038
+39% +$126K 0.14% 42
2024
Q4 		$326K Buy
+7,757
New +$335K 0.11% 45

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 29.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

OLIO Financial Planning reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 8% in Q2 2026, selling an estimated $46.4K and leaving 10,251 shares worth $573K. The position accounts for 0.14% of the portfolio, ranked #35.

OLIO Financial Planning first reported a position in ESML in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • OLIO Financial Planning held 10,251 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $573K as of Q2 2026.
  • OLIO Financial Planning sold 892 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $46.4K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.14% of OLIO Financial Planning's portfolio in Q2 2026, its #35 holding.
  • OLIO Financial Planning first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.