FSWA
ESML icon

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

Financial Synergies 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
2024
Q2 		– Sell
-254
Closed -$10.2K – 188
2024
Q1 		$10.2K Buy
254
+76
+43% +$2.89K ﹤0.01% 250
2023
Q4 		$5.85K Sell
178
-49
-22% -$1.67K ﹤0.01% 210
2023
Q3 		$7.64K Buy
227
+13
+6% +$463 ﹤0.01% 246
2023
Q2 		$7.6K Buy
214
+17
+9% +$575 ﹤0.01% 240
2023
Q1 		$6.71K Buy
197
+19
+11% +$663 ﹤0.01% 251
2022
Q4 		$5.85K Buy
178
+29
+19% +$963 ﹤0.01% 210
2022
Q3 		$4.58K Buy
149
+7
+5% +$236 ﹤0.01% 190
2022
Q2 		$4.46K Buy
+142
New +$4.89K ﹤0.01% 194

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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