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

Copperleaf Capital’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 		– Sell
-5,694
Closed -$202K – 82
2023
Q2 		$202K Buy
+5,694
New +$193K 0.19% 73

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M&T Bank
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PFO
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Copperleaf Capital's ESML Position: Q3 2023 in Review

Copperleaf Capital sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2023, closing a stake of 5,694 shares — an estimated $202K sold.

Copperleaf Capital first reported a position in ESML in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 355 funds tracked by Wall St. Rank hold ESML as of Q3 2023.

  • Copperleaf Capital reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Copperleaf Capital sold 5,694 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2023, an estimated $202K.
  • Copperleaf Capital first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Copperleaf Capital's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $202K 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 Copperleaf Capital's 13F filing for Q3 2023, filed 14 Nov 2023.