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Brouwer & Janachowski’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Brouwer & Janachowski’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
Q3 		$361K Buy
9,263
+169
+2% +$6.69K 0.06% 42
2021
Q2 		$367K Buy
9,094
+1,595
+21% +$63.4K 0.06% 42
2021
Q1 		$289K Buy
+7,499
New +$283K 0.05% 44

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
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
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Brouwer & Janachowski's ESML Position: Q3 2021 in Review

Brouwer & Janachowski increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 1.9% in Q3 2021, buying an estimated $6.69K and bringing the position to 9,263 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #42.

Brouwer & Janachowski first reported a position in ESML in Q1 2021 and has held it in 3 quarters since. The position peaked at $367K in Q2 2021. 266 funds tracked by Wall St. Rank hold ESML as of Q3 2021.

  • Brouwer & Janachowski held 9,263 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $361K as of Q3 2021.
  • Brouwer & Janachowski bought 169 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2021, an estimated $6.69K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.06% of Brouwer & Janachowski's portfolio in Q3 2021, its #42 holding.
  • Brouwer & Janachowski first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 3 quarters since.
  • Brouwer & Janachowski's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $367K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.