AP
ESML icon

Appleton Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Appleton Partners’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
-6,783
Closed -$258K – 278
2023
Q4 		$258K Buy
6,783
+120
+2% +$4.1K 0.02% 262
2023
Q3 		$224K Hold
6,663
– – 0.02% 275
2023
Q2 		$237K Sell
6,663
-30
-0.4% -$1.02K 0.02% 275
2023
Q1 		$227K Hold
6,693
– – 0.02% 280
2022
Q4 		$220K Sell
6,693
-500
-7% -$16.6K 0.02% 286
2022
Q3 		$221K Hold
7,193
– – 0.02% 275
2022
Q2 		$227K Sell
7,193
-180
-2% -$6.19K 0.02% 279
2022
Q1 		$280K Buy
7,373
+280
+4% +$10.6K 0.02% 263
2021
Q4 		$286K Buy
+7,093
New +$287K 0.02% 267

Other funds holding ESML

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return