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Fortis Capital Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-4,537
Closed -$154K – 270
2023
Q1 		$154K Hold
4,537
– – 0.08% 131
2022
Q4 		$149K Buy
+4,537
New +$151K 0.09% 148

Other funds holding ESML

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Fortis Capital Advisors's ESML Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2023, closing a stake of 4,537 shares — an estimated $154K sold.

Fortis Capital Advisors first reported a position in ESML in Q4 2022 and held it in 2 quarters. The position peaked at $154K in Q1 2023. 358 funds tracked by Wall St. Rank hold ESML as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 4,537 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2023, an estimated $154K.
  • Fortis Capital Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $154K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.