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Advisor Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Advisor Group’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
2019
Q4 		$302K Buy
10,433
+10,375
+17,888% +$287K ﹤0.01% 2056
2019
Q3 		$2K Hold
58
– – ﹤0.01% 4957
2019
Q2 		$2K Buy
+58
New +$1.54K ﹤0.01% 4962

Other funds holding ESML

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
PBT
Pictet Bank & Trust Nassau, Bahamas $93.3M AUM 21% 1-Year Est. Return

Advisor Group's ESML Position: Q4 2019 in Review

Advisor Group increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 17,888% in Q4 2019, buying an estimated $287K and bringing the position to 10,433 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Advisor Group first reported a position in ESML in Q2 2019 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold ESML as of Q4 2019.

  • Advisor Group held 10,433 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $302K as of Q4 2019.
  • Advisor Group bought 10,375 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2019, an estimated $287K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2056 holding.
  • Advisor Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2019 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.