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 $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

Appleton Partners's ESML Position: Q1 2024 in Review

Appleton Partners sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2024, closing a stake of 6,783 shares — an estimated $258K sold.

Appleton Partners first reported a position in ESML in Q4 2021 and held it in 9 quarters. The position peaked at $286K in Q4 2021. 371 funds tracked by Wall St. Rank hold ESML as of Q1 2024.

Appleton Partners reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Appleton Partners sold 6,783 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2024, an estimated $258K.
Appleton Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and held it in 9 quarters.
Appleton Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $286K 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 Appleton Partners's 13F filing for Q1 2024, filed 1 Apr 2024.