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

Column Capital Advisors’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
2023
Q3 		$91.3K Buy
2,713
+1
+0% +$36 0.01% 235
2023
Q2 		$96.4K Buy
2,712
+8
+0.3% +$271 0.01% 224
2023
Q1 		$91.9K Buy
+2,704
New +$94.4K 0.01% 240

Other funds holding ESML

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Column Capital Advisors's ESML Position: Q3 2023 in Review

Column Capital Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.04% in Q3 2023, buying an estimated $36 and bringing the position to 2,713 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #235.

Column Capital Advisors first reported a position in ESML in Q1 2023 and has held it in 3 quarters since. The position peaked at $96.4K in Q2 2023. 355 funds tracked by Wall St. Rank hold ESML as of Q3 2023.

  • Column Capital Advisors held 2,713 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $91.3K as of Q3 2023.
  • Column Capital Advisors bought 1 iShares ESG Aware MSCI USA Small-Cap ETF share in Q3 2023, an estimated $36.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #235 holding.
  • Column Capital Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2023 and has held it in 3 quarters since.
  • Column Capital Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $96.4K in Q2 2023.
  • 355 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.