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Hefren-Tillotson’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Hefren-Tillotson’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
Q1 		$1.75M Buy
46,127
+9,731
+27% +$367K 0.34% 12
2021
Q4 		$1.47M Buy
36,396
+6,789
+23% +$275K 0.26% 12
2021
Q3 		$1.16M Buy
+29,607
New +$1.17M 0.24% 12

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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Hefren-Tillotson's ESML Position: Q1 2022 in Review

Hefren-Tillotson increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 27% in Q1 2022, buying an estimated $367K and bringing the position to 46,127 shares worth $1.75M. The position accounts for 0.34% of the portfolio, ranked #12.

Hefren-Tillotson first reported a position in ESML in Q3 2021 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold ESML as of Q1 2022.

  • Hefren-Tillotson held 46,127 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.75M as of Q1 2022.
  • Hefren-Tillotson bought 9,731 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2022, an estimated $367K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.34% of Hefren-Tillotson's portfolio in Q1 2022, its #12 holding.
  • Hefren-Tillotson first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2022.

Based on Hefren-Tillotson's 13F filing for Q1 2022, filed 7 Apr 2022.