Claraphi Advisory Network’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$888K Buy
26,994
+13,432
+99% +$446K 0.35% 86
2022
Q3
$416K Sell
13,562
-40
-0.3% -$1.35K 0.23% 115
2022
Q2
$428K Buy
+13,602
New +$468K 0.15% 155

Other funds holding ESML

Claraphi Advisory Network's ESML Position: Q4 2022 in Review

Claraphi Advisory Network increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 99% in Q4 2022, buying an estimated $446K and bringing the position to 26,994 shares worth $888K. The position accounts for 0.35% of the portfolio, ranked #86.

Claraphi Advisory Network first reported a position in ESML in Q2 2022 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold ESML as of Q4 2022.

  • Claraphi Advisory Network held 26,994 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $888K as of Q4 2022.
  • Claraphi Advisory Network bought 13,432 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2022, an estimated $446K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.35% of Claraphi Advisory Network's portfolio in Q4 2022, its #86 holding.
  • Claraphi Advisory Network first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.