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Braun-Bostich & Associates’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Braun-Bostich & Associates’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
2020
Q4 		– Sell
-3,060
Closed -$81K – 113
2020
Q3 		$81K Hold
3,060
– – 0.08% 132
2020
Q2 		$77K Sell
3,060
-7,155
-70% -$165K 0.08% 115
2020
Q1 		$192K Buy
10,215
+7,506
+277% +$195K 0.24% 73
2019
Q4 		$78K Buy
+2,709
New +$74.9K 0.08% 127

Other funds holding ESML

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Braun-Bostich & Associates's ESML Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2020, closing a stake of 3,060 shares — an estimated $81K sold.

Braun-Bostich & Associates first reported a position in ESML in Q4 2019 and held it in 4 quarters. The position peaked at $192K in Q1 2020. 177 funds tracked by Wall St. Rank hold ESML as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 3,060 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2020, an estimated $81K.
  • Braun-Bostich & Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and held it in 4 quarters.
  • Braun-Bostich & Associates's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $192K in Q1 2020.
  • 177 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.