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B. Riley Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

B. Riley Wealth 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
2023
Q1 		– Sell
-7,580
Closed -$249K – 1550
2022
Q4 		$249K Sell
7,580
-1,038
-12% -$34.5K 0.01% 1139
2022
Q3 		$265K Sell
8,618
-1,223
-12% -$41.3K 0.01% 1080
2022
Q2 		$310K Sell
9,841
-446
-4% -$15.3K 0.01% 864
2022
Q1 		$392K Buy
10,287
+4,320
+72% +$163K 0.01% 887
2021
Q4 		$241K Buy
+5,967
New +$242K 0.01% 1181

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

B. Riley Wealth Advisors's ESML Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2023, closing a stake of 7,580 shares — an estimated $249K sold.

B. Riley Wealth Advisors first reported a position in ESML in Q4 2021 and held it in 5 quarters. The position peaked at $392K in Q1 2022. 346 funds tracked by Wall St. Rank hold ESML as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,580 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2023, an estimated $249K.
  • B. Riley Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and held it in 5 quarters.
  • B. Riley Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $392K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.