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Focused Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Focused Wealth 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
2024
Q4 		– Sell
-403
Closed -$273K – 209
2024
Q3 		$273K Buy
+403
New +$16.2K 0.04% 161
2024
Q1 		– Sell
-274
Closed -$10.4K – 433
2023
Q4 		$10.4K Buy
274
+146
+114% +$4.98K ﹤0.01% 543
2023
Q3 		$4.31K Hold
128
– – ﹤0.01% 670
2023
Q2 		$4.55K Buy
+128
New +$4.33K ﹤0.01% 692

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Focused Wealth Management's ESML Position: Q4 2024 in Review

Focused Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2024, closing a stake of 403 shares — an estimated $273K sold.

Focused Wealth Management first reported a position in ESML in Q2 2023 and held it in 4 quarters. The position peaked at $273K in Q3 2024. 405 funds tracked by Wall St. Rank hold ESML as of Q4 2024.

  • Focused Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Focused Wealth Management sold 403 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2024, an estimated $273K.
  • Focused Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and held it in 4 quarters.
  • Focused Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $273K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.