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Consolidated Planning Corp’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-2,660
Closed -$104K – 185
2021
Q3 		$104K Buy
+2,660
New +$105K 0.07% 98

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Northern Trust
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FLPIM
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Creative Planning
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Carson Wealth (CWM LLC)
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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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Consolidated Planning Corp's ESML Position: Q4 2021 in Review

Consolidated Planning Corp sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2021, closing a stake of 2,660 shares — an estimated $104K sold.

Consolidated Planning Corp first reported a position in ESML in Q3 2021 and held it in 1 quarter. The position peaked at $104K in Q3 2021. 323 funds tracked by Wall St. Rank hold ESML as of Q4 2021.

  • Consolidated Planning Corp reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,660 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2021, an estimated $104K.
  • Consolidated Planning Corp first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $104K in Q3 2021.
  • 323 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.