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First Ascent Asset Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

First Ascent Asset Management’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
2022
Q1 		– Sell
-8,435
Closed -$340K – 41
2021
Q4 		$340K Buy
+8,435
New +$342K 0.06% 30

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Creative Planning
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FT
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Carson Wealth (CWM LLC)
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CFG
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M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

First Ascent Asset Management's ESML Position: Q1 2022 in Review

First Ascent Asset Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2022, closing a stake of 8,435 shares — an estimated $340K sold.

First Ascent Asset Management first reported a position in ESML in Q4 2021 and held it in 1 quarter. The position peaked at $340K in Q4 2021. 333 funds tracked by Wall St. Rank hold ESML as of Q1 2022.

  • First Ascent Asset Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • First Ascent Asset Management sold 8,435 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2022, an estimated $340K.
  • First Ascent Asset Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • First Ascent Asset Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $340K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2022.

Based on First Ascent Asset Management's 13F filing for Q1 2022, filed 4 May 2022.