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

Elm 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
2021
Q1 		– Sell
-2,420
Closed -$83K – 147
2020
Q4 		$83K Buy
+2,420
New +$74.4K 0.05% 129
2018
Q4 		– Sell
-1,820
Closed -$51K – 140
2018
Q3 		$51K Buy
+1,820
New +$51.2K 0.03% 164

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elm Advisors's ESML Position: Q1 2021 in Review

Elm Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2021, closing a stake of 2,420 shares — an estimated $83K sold.

Elm Advisors first reported a position in ESML in Q3 2018 and held it in 2 quarters. The position peaked at $83K in Q4 2020. 220 funds tracked by Wall St. Rank hold ESML as of Q1 2021.

  • Elm Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 2,420 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2021, an estimated $83K.
  • Elm Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $83K in Q4 2020.
  • 220 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.