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Baker Tilly Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Baker Tilly Wealth Management’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
Q3 		– Sell
-6,511
Closed -$231K – 493
2023
Q2 		$231K Buy
+6,511
New +$220K 0.02% 501

Other funds holding ESML

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FLPIM
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Baker Tilly Wealth Management's ESML Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2023, closing a stake of 6,511 shares — an estimated $231K sold.

Baker Tilly Wealth Management first reported a position in ESML in Q2 2023 and held it in 1 quarter. The position peaked at $231K in Q2 2023. 355 funds tracked by Wall St. Rank hold ESML as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,511 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2023, an estimated $231K.
  • Baker Tilly Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $231K in Q2 2023.
  • 355 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.