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Cougar Global Investments’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Cougar Global Investments’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
2020
Q2 		– Sell
-80
Closed -$2K – 22
2020
Q1 		$2K Buy
80
+18
+29% +$469 ﹤0.01% 19
2019
Q4 		$2K Hold
62
– – ﹤0.01% 19
2019
Q3 		$2K Hold
62
– – ﹤0.01% 19
2019
Q2 		$2K Buy
+62
New +$1.65K ﹤0.01% 19

Other funds holding ESML

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cougar Global Investments's ESML Position: Q2 2020 in Review

Cougar Global Investments sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2020, closing a stake of 80 shares — an estimated $2K sold.

Cougar Global Investments first reported a position in ESML in Q2 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2020. 122 funds tracked by Wall St. Rank hold ESML as of Q2 2020.

  • Cougar Global Investments reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Cougar Global Investments sold 80 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2020, an estimated $2K.
  • Cougar Global Investments first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2019 and held it in 4 quarters.
  • Cougar Global Investments's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2K in Q1 2020.
  • 122 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2020.

Based on Cougar Global Investments's 13F filing for Q2 2020, filed 6 Jul 2020.