GC
ESML icon

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

Grace Capital’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
2020
Q3 		– Sell
-1,200
Closed -$30K – 243
2020
Q2 		$30K Sell
1,200
-403
-25% -$9.29K 0.03% 188
2020
Q1 		$32K Hold
1,603
– – 0.03% 154
2019
Q4 		$46K Buy
+1,603
New +$44.3K 0.04% 164

Other funds holding ESML

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 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
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Grace Capital's ESML Position: Q3 2020 in Review

Grace Capital sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2020, closing a stake of 1,200 shares — an estimated $30K sold.

Grace Capital first reported a position in ESML in Q4 2019 and held it in 3 quarters. The position peaked at $46K in Q4 2019. 141 funds tracked by Wall St. Rank hold ESML as of Q3 2020.

  • Grace Capital reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Grace Capital sold 1,200 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2020, an estimated $30K.
  • Grace Capital first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and held it in 3 quarters.
  • Grace Capital's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $46K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2020.

Based on Grace Capital's 13F filing for Q3 2020, filed 12 Nov 2020.