DB Wealth Management Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

DB Wealth Management Group’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 Q4	$33.3K	Hold	875	–	–	0.02%	194
2023 Q3	$29.4K	Hold	875	–	–	0.02%	191
2023 Q2	$31.1K	Hold	875	–	–	0.02%	186
2023 Q1	$29.7K	Hold	875	–	–	0.02%	188
2022 Q4	$28.8K	Hold	875	–	–	0.02%	191
2022 Q3	$27K	Buy	+875	New	+$29.5K	0.02%	198

Other funds holding ESML

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

DB Wealth Management Group's ESML Position: Q4 2023 in Review

DB Wealth Management Group held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q4 2023 at 875 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #194.

DB Wealth Management Group first reported a position in ESML in Q3 2022 and has held it in 6 quarters since. 361 funds tracked by Wall St. Rank hold ESML as of Q4 2023.

DB Wealth Management Group held 875 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $33.3K as of Q4 2023.
DB Wealth Management Group left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q4 2023.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #194 holding.
DB Wealth Management Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2022 and has held it in 6 quarters since.
361 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.