American Portfolios Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

American Portfolios 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
2022 Q3	$537K	Sell	17,523 -9,465	-35%	-$319K	0.02%	618
2022 Q2	$850K	Buy	26,988 +130	+0.5%	+$4.47K	0.03%	469
2022 Q1	$1.02M	Buy	26,858 +2,818	+12%	+$106K	0.03%	481
2021 Q4	$969K	Buy	24,040 +6,334	+36%	+$256K	0.03%	496
2021 Q3	$691K	Buy	17,706 +2,635	+17%	+$104K	0.03%	573
2021 Q2	$608K	Buy	15,071 +1,573	+12%	+$62.6K	0.02%	625
2021 Q1	$520K	Buy	13,498 +1,297	+11%	+$48.9K	0.02%	629
2020 Q4	$416K	Buy	+12,201	New	+$375K	0.02%	617

Other funds holding ESML

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FLPIM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 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 29.2% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

American Portfolios Advisors's ESML Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 35% in Q3 2022, selling an estimated $319K and leaving 17,523 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #618.

American Portfolios Advisors first reported a position in ESML in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2022. 330 funds tracked by Wall St. Rank hold ESML as of Q3 2022.

American Portfolios Advisors held 17,523 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $537K as of Q3 2022.
American Portfolios Advisors sold 9,465 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2022, an estimated $319K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #618 holding.
American Portfolios Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.02M in Q1 2022.
330 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.