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Plante Moran Financial Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Plante Moran Financial Advisors’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 		$820K Hold
14,658
– – 0.04% 61
2026
Q1 		$689K Buy
14,658
+14,247
+3,466% +$691K 0.04% 69
2025
Q4 		$18.9K Hold
411
– – ﹤0.01% 456
2025
Q3 		$18.5K Sell
411
-362
-47% -$15.7K ﹤0.01% 474
2025
Q2 		$31.9K Buy
773
+30
+4% +$1.16K ﹤0.01% 410
2025
Q1 		$28.5K Buy
743
+332
+81% +$13.8K ﹤0.01% 430
2024
Q4 		$17.3K Hold
411
– – ﹤0.01% 513
2024
Q3 		$17.2K Hold
411
– – ﹤0.01% 546
2024
Q2 		$15.8K Buy
+411
New +$15.9K ﹤0.01% 513

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Plante Moran Financial Advisors's ESML Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2026 at 14,658 shares worth $820K. The position accounts for 0.04% of the portfolio, ranked #61.

Plante Moran Financial Advisors first reported a position in ESML in Q2 2024 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Plante Moran Financial Advisors held 14,658 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $820K as of Q2 2026.
  • Plante Moran Financial Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.04% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Plante Moran Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.