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Capital CS Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Capital CS Group’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
2022
Q1 		– Sell
-23,592
Closed -$951K – 61
2021
Q4 		$951K Buy
23,592
+13,061
+124% +$529K 0.75% 16
2021
Q3 		$418K Sell
10,531
-2,226
-17% -$88.1K 0.39% 47
2021
Q2 		$515K Buy
+12,757
New +$507K 0.42% 38

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Capital CS Group's ESML Position: Q1 2022 in Review

Capital CS Group sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2022, closing a stake of 23,592 shares — an estimated $951K sold.

Capital CS Group first reported a position in ESML in Q2 2021 and held it in 3 quarters. The position peaked at $951K in Q4 2021. 332 funds tracked by Wall St. Rank hold ESML as of Q1 2022.

  • Capital CS Group reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Capital CS Group sold 23,592 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2022, an estimated $951K.
  • Capital CS Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and held it in 3 quarters.
  • Capital CS Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $951K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2022.

Based on Capital CS Group's 13F filing for Q1 2022, filed 25 Apr 2022.