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

Bristlecone 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
Q2 		– Sell
-82
Closed -$2.79K – 285
2023
Q1 		$2.79K Buy
+82
New +$2.86K ﹤0.01% 345

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Bristlecone Advisors's ESML Position: Q2 2023 in Review

Bristlecone Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2023, closing a stake of 82 shares — an estimated $2.79K sold.

Bristlecone Advisors first reported a position in ESML in Q1 2023 and held it in 1 quarter. The position peaked at $2.79K in Q1 2023. 359 funds tracked by Wall St. Rank hold ESML as of Q2 2023.

  • Bristlecone Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Bristlecone Advisors sold 82 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2023, an estimated $2.79K.
  • Bristlecone Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Bristlecone Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.79K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2023.

Based on Bristlecone Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.