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Buckingham Strategic Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$341K Buy
8,848
+1,439
+19% +$55.6K ﹤0.01% 568
2024
Q1 		$298K Buy
+7,409
New +$282K ﹤0.01% 591

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Buckingham Strategic Wealth's ESML Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 19% in Q2 2024, buying an estimated $55.6K and bringing the position to 8,848 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Buckingham Strategic Wealth first reported a position in ESML in Q1 2024 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold ESML as of Q2 2024.

  • Buckingham Strategic Wealth held 8,848 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $341K as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,439 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2024, an estimated $55.6K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #568 holding.
  • Buckingham Strategic Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.