FIG
ESML icon

FundX Investment Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

FundX Investment Group’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
2021
Q3 		– Sell
-29,561
Closed -$2.32K – 34
2021
Q2 		$2.32K Buy
+29,561
New +$1.18M 0.24% 19

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

FundX Investment Group's ESML Position: Q3 2021 in Review

FundX Investment Group sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2021, closing a stake of 29,561 shares — an estimated $2.32K sold.

FundX Investment Group first reported a position in ESML in Q2 2021 and held it in 1 quarter. The position peaked at $2.32K in Q2 2021. 266 funds tracked by Wall St. Rank hold ESML as of Q3 2021.

  • FundX Investment Group reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • FundX Investment Group sold 29,561 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2021, an estimated $2.32K.
  • FundX Investment Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and held it in 1 quarter.
  • FundX Investment Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.32K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2021.

Based on FundX Investment Group's 13F filing for Q3 2021, filed 3 Nov 2021.