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Fiduciary Trust International of Pennsylvania’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Fiduciary Trust International of Pennsylvania’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 		$439K Buy
+22,011
New +$573K 0.02% 286
2019
Q4 		– Sell
-22,652
Closed -$605K – 331
2019
Q3 		$605K Buy
22,652
+1,158
+5% +$31K 0.02% 283
2019
Q2 		$580K Buy
+21,494
New +$572K 0.02% 284

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 $424B AUM 22.96% 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 $4.91B AUM 31.75% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's ESML Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2020: 22,011 shares worth $439K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in ESML as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in ESML in Q2 2019 and has held it in 3 quarters since. The position peaked at $605K in Q3 2019. 88 funds tracked by Wall St. Rank hold ESML as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 22,011 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $439K as of Q1 2020.
  • iShares ESG Aware MSCI USA Small-Cap ETF was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.02% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #286 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2019 and has held it in 3 quarters since.
  • Fiduciary Trust International of Pennsylvania's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $605K in Q3 2019.
  • 88 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.