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

HC Financial 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
2022
Q2 		$39K Hold
1,240
– – 0.03% 140
2022
Q1 		$47K Buy
+1,240
New +$46.7K 0.03% 136

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

HC Financial Advisors's ESML Position: Q2 2022 in Review

HC Financial Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2022 at 1,240 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #140.

HC Financial Advisors first reported a position in ESML in Q1 2022 and has held it in 2 quarters since. The position peaked at $47K in Q1 2022. 322 funds tracked by Wall St. Rank hold ESML as of Q2 2022.

  • HC Financial Advisors held 1,240 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $39K as of Q2 2022.
  • HC Financial Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2022.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of HC Financial Advisors's portfolio in Q2 2022, its #140 holding.
  • HC Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and has held it in 2 quarters since.
  • HC Financial Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $47K in Q1 2022.
  • 322 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.