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Eagle Bay Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Eagle Bay Advisors’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
2022
Q2 		– Sell
-10,558
Closed -$402K – 1143
2022
Q1 		$402K Buy
10,558
+57
+0.5% +$2.15K 0.33% 53
2021
Q4 		$423K Buy
+10,501
New +$425K 0.27% 59

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Eagle Bay Advisors's ESML Position: Q2 2022 in Review

Eagle Bay Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2022, closing a stake of 10,558 shares — an estimated $402K sold.

Eagle Bay Advisors first reported a position in ESML in Q4 2021 and held it in 2 quarters. The position peaked at $423K in Q4 2021. 322 funds tracked by Wall St. Rank hold ESML as of Q2 2022.

  • Eagle Bay Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Eagle Bay Advisors sold 10,558 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2022, an estimated $402K.
  • Eagle Bay Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Eagle Bay Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $423K in Q4 2021.
  • 322 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2022.

Based on Eagle Bay Advisors's 13F filing for Q2 2022, filed 19 Aug 2022.