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

XY Planning Network’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	$234K	Buy	+4,182	New	+$217K	0.03%	317

Other funds holding ESML

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Bluestem Financial Advisors Champaign, Illinois $286M AUM 15.83% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

XY Planning Network's ESML Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2026: 4,182 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #317 among its holdings.

162 funds tracked by Wall St. Rank hold ESML as of Q2 2026.

XY Planning Network held 4,182 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $234K as of Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF was a new XY Planning Network position in Q2 2026.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #317 holding.
162 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.