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

Xena 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 		$247K Sell
4,420
-2,020
-31% -$105K 0.24% 33
2026
Q1 		$303K Sell
6,440
-1,968
-23% -$95.5K 0.34% 28
2025
Q4 		$387K Buy
+8,408
New +$383K 0.45% 23

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

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

Xena Financial Planning reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 31% in Q2 2026, selling an estimated $105K and leaving 4,420 shares worth $247K. The position accounts for 0.24% of the portfolio, ranked #33.

Xena Financial Planning first reported a position in ESML in Q4 2025 and has held it in 3 quarters since. The position peaked at $387K in Q4 2025. 475 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

  • Xena Financial Planning held 4,420 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $247K as of Q2 2026.
  • Xena Financial Planning sold 2,020 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $105K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.24% of Xena Financial Planning's portfolio in Q2 2026, its #33 holding.
  • Xena Financial Planning first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Xena Financial Planning's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $387K in Q4 2025.
  • 475 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.