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

Catalyst Private 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
2020
Q4 		– Sell
-1,437
Closed -$38K – 125
2020
Q3 		$38K Buy
+1,437
New +$38K 0.04% 129

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 22.96% 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

Catalyst Private Wealth's ESML Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2020, closing a stake of 1,437 shares — an estimated $38K sold.

Catalyst Private Wealth first reported a position in ESML in Q3 2020 and held it in 1 quarter. The position peaked at $38K in Q3 2020. 177 funds tracked by Wall St. Rank hold ESML as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 1,437 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2020, an estimated $38K.
  • Catalyst Private Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $38K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.