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

EverSource Wealth 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
2023 Q4	–	Sell	-502	Closed	-$16.9K	–	2671
2023 Q3	$16.9K	Sell	502 -556	-53%	-$19.8K	﹤0.01%	1191
2023 Q2	$37.6K	Hold	1,058	–	–	﹤0.01%	942
2023 Q1	$36K	Sell	1,058 -159	-13%	-$5.55K	﹤0.01%	900
2022 Q4	$40K	Sell	1,217 -3,975	-77%	-$132K	0.01%	841
2022 Q3	$159K	Sell	5,192 -202	-4%	-$6.82K	0.04%	329
2022 Q2	$170K	Sell	5,394 -315	-6%	-$10.8K	0.04%	279
2022 Q1	$217K	Sell	5,709 -672	-11%	-$25.3K	0.06%	247
2021 Q4	$258K	Buy	+6,381	New	+$258K	0.07%	188

Other funds holding ESML

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

EverSource Wealth Advisors's ESML Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2023, closing a stake of 502 shares — an estimated $16.9K sold.

EverSource Wealth Advisors first reported a position in ESML in Q4 2021 and held it in 8 quarters. The position peaked at $258K in Q4 2021. 361 funds tracked by Wall St. Rank hold ESML as of Q4 2023.

EverSource Wealth Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 502 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2023, an estimated $16.9K.
EverSource Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and held it in 8 quarters.
EverSource Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $258K in Q4 2021.
361 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.