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Fiduciary Alliance’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-2,312
Closed -$82.1K – 406
2023
Q2 		$82.1K Buy
+2,312
New +$78.3K 0.02% 236

Other funds holding ESML

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Fiduciary Alliance's ESML Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2023, closing a stake of 2,312 shares — an estimated $82.1K sold.

Fiduciary Alliance first reported a position in ESML in Q2 2023 and held it in 1 quarter. The position peaked at $82.1K in Q2 2023. 355 funds tracked by Wall St. Rank hold ESML as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 2,312 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2023, an estimated $82.1K.
  • Fiduciary Alliance first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $82.1K in Q2 2023.
  • 355 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.