CTA
ESML icon

Chesley Taft & Associates’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Chesley Taft & Associates’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
2018
Q4 		– Sell
-17,000
Closed -$479K – 264
2018
Q3 		$479K Buy
+17,000
New +$478K 0.04% 222

Other funds holding ESML

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Chesley Taft & Associates's ESML Position: Q4 2018 in Review

Chesley Taft & Associates sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2018, closing a stake of 17,000 shares — an estimated $479K sold.

Chesley Taft & Associates first reported a position in ESML in Q3 2018 and held it in 1 quarter. The position peaked at $479K in Q3 2018. 22 funds tracked by Wall St. Rank hold ESML as of Q4 2018.

  • Chesley Taft & Associates reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Chesley Taft & Associates sold 17,000 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2018, an estimated $479K.
  • Chesley Taft & Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Chesley Taft & Associates's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $479K in Q3 2018.
  • 22 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2018.

Based on Chesley Taft & Associates's 13F filing for Q4 2018, filed 7 Jan 2019.