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

BBJS Financial 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
2024 Q3	$287K	Buy	6,857 +22	+0.3%	+$884	0.1%	42
2024 Q2	$263K	Buy	6,835 +16	+0.2%	+$618	0.1%	37
2024 Q1	$275K	Buy	6,819 +144	+2%	+$5.48K	0.1%	43
2023 Q4	$254K	Buy	6,675 +548	+9%	+$18.7K	0.09%	43
2023 Q3	$206K	Hold	6,127	–	–	0.08%	52
2023 Q2	$218K	Buy	6,127 +20	+0.3%	+$677	0.09%	51
2023 Q1	$208K	Sell	6,107 -79	-1%	-$2.76K	0.08%	53
2022 Q4	$203K	Buy	+6,186	New	+$205K	0.09%	58

Other funds holding ESML

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BBJS Financial Advisors's ESML Position: Q3 2024 in Review

BBJS Financial Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.32% in Q3 2024, buying an estimated $884 and bringing the position to 6,857 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #42.

BBJS Financial Advisors first reported a position in ESML in Q4 2022 and has held it in 8 quarters since. 381 funds tracked by Wall St. Rank hold ESML as of Q3 2024.

BBJS Financial Advisors held 6,857 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $287K as of Q3 2024.
BBJS Financial Advisors bought 22 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2024, an estimated $884.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.1% of BBJS Financial Advisors's portfolio in Q3 2024, its #42 holding.
BBJS Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and has held it in 8 quarters since.
381 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.