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Hart & Patterson Financial Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Hart & Patterson Financial 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
2024
Q4 		$1.66M Sell
39,394
-5,261
-12% -$227K 0.81% 32
2024
Q3 		$1.87M Sell
44,655
-1,040
-2% -$41.8K 0.88% 31
2024
Q2 		$1.76M Sell
45,695
-1,275
-3% -$49.2K 0.87% 29
2024
Q1 		$1.89M Buy
46,970
+595
+1% +$22.6K 0.94% 28
2023
Q4 		$1.76M Buy
+46,375
New +$1.58M 0.92% 22

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Hart & Patterson Financial Group's ESML Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 12% in Q4 2024, selling an estimated $227K and leaving 39,394 shares worth $1.66M. The position accounts for 0.81% of the portfolio, ranked #32.

Hart & Patterson Financial Group first reported a position in ESML in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.89M in Q1 2024. 405 funds tracked by Wall St. Rank hold ESML as of Q4 2024.

  • Hart & Patterson Financial Group held 39,394 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.66M as of Q4 2024.
  • Hart & Patterson Financial Group sold 5,261 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2024, an estimated $227K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.81% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #32 holding.
  • Hart & Patterson Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.89M in Q1 2024.
  • 405 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.