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E. Ohman J:or Asset Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

E. Ohman J:or Asset Management’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
Q1 		– Sell
-23,700
Closed -$685K – 446
2019
Q4 		$685K Buy
+23,700
New +$655K 0.04% 254

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

E. Ohman J:or Asset Management's ESML Position: Q1 2020 in Review

E. Ohman J:or Asset Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2020, closing a stake of 23,700 shares — an estimated $685K sold.

E. Ohman J:or Asset Management first reported a position in ESML in Q4 2019 and held it in 1 quarter. The position peaked at $685K in Q4 2019. 88 funds tracked by Wall St. Rank hold ESML as of Q1 2020.

  • E. Ohman J:or Asset Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • E. Ohman J:or Asset Management sold 23,700 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2020, an estimated $685K.
  • E. Ohman J:or Asset Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and held it in 1 quarter.
  • E. Ohman J:or Asset Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $685K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2020.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2020, filed 5 Apr 2024.