Acorn Financial Advisory Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Acorn Financial Advisory Services’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
2024 Q1	–	Sell	-7,294	Closed	-$277K	–	223
2023 Q4	$277K	Hold	7,294	–	–	0.05%	203
2023 Q3	$245K	Hold	7,294	–	–	0.04%	213
2023 Q2	$259K	Hold	7,294	–	–	0.05%	211
2023 Q1	$248K	Hold	7,294	–	–	0.05%	199
2022 Q4	$240K	Sell	7,294 -9,694	-57%	-$322K	0.05%	193
2022 Q3	$521K	Hold	16,988	–	–	0.12%	117
2022 Q2	$535K	Sell	16,988 -380	-2%	-$13.1K	0.13%	109
2022 Q1	$661K	Hold	17,368	–	–	0.13%	107
2021 Q4	$700K	Hold	17,368	–	–	0.14%	99
2021 Q3	$678K	Buy	17,368 +1,437	+9%	+$56.9K	0.21%	100
2021 Q2	$643K	Buy	+15,931	New	+$634K	0.19%	121

Other funds holding ESML

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Acorn Financial Advisory Services's ESML Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2024, closing a stake of 7,294 shares — an estimated $277K sold.

Acorn Financial Advisory Services first reported a position in ESML in Q2 2021 and held it in 11 quarters. The position peaked at $700K in Q4 2021. 371 funds tracked by Wall St. Rank hold ESML as of Q1 2024.

Acorn Financial Advisory Services reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 7,294 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2024, an estimated $277K.
Acorn Financial Advisory Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and held it in 11 quarters.
Acorn Financial Advisory Services's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $700K in Q4 2021.
371 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.