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

FLPIM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Financial Synergies Wealth Advisors's ESML Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2024, closing a stake of 254 shares — an estimated $10.2K sold.

Financial Synergies Wealth Advisors first reported a position in ESML in Q2 2022 and held it in 8 quarters. The position peaked at $10.2K in Q1 2024. 369 funds tracked by Wall St. Rank hold ESML as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 254 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2024, an estimated $10.2K.
Financial Synergies Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $10.2K in Q1 2024.
369 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.