BCPWM
ESML icon

Bradley & Co Private Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bradley & Co Private 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
2021
Q4 		– Sell
-3,132
Closed -$122K – 164
2021
Q3 		$122K Buy
3,132
+331
+12% +$13.1K 0.11% 63
2021
Q2 		$113K Hold
2,801
– – 0.1% 70
2021
Q1 		$108K Buy
+2,801
New +$106K 0.1% 70

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bradley & Co Private Wealth Management's ESML Position: Q4 2021 in Review

Bradley & Co Private Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2021, closing a stake of 3,132 shares — an estimated $122K sold.

Bradley & Co Private Wealth Management first reported a position in ESML in Q1 2021 and held it in 3 quarters. The position peaked at $122K in Q3 2021. 323 funds tracked by Wall St. Rank hold ESML as of Q4 2021.

  • Bradley & Co Private Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 3,132 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2021, an estimated $122K.
  • Bradley & Co Private Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and held it in 3 quarters.
  • Bradley & Co Private Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $122K in Q3 2021.
  • 323 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2021.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.