Heritage Wealth Management (Arizona)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$460K	Buy	13,986 +6,979	+100%	+$232K	0.07%	227
2022 Q3	$215K	Sell	7,007 -446	-6%	-$15.1K	0.07%	212
2022 Q2	$235K	Sell	7,453 -618	-8%	-$21.3K	0.08%	205
2022 Q1	$307K	Buy	+8,071	New	+$304K	0.08%	184
2021 Q3	$190K	Buy	4,875 +754	+18%	+$29.8K	0.07%	228
2021 Q2	$166K	Buy	4,121 +1,180	+40%	+$46.9K	0.06%	259
2021 Q1	$113K	Buy	+2,941	New	+$111K	0.06%	232

Other funds holding ESML

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ESML Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 100% in Q4 2022, buying an estimated $232K and bringing the position to 13,986 shares worth $460K. The position accounts for 0.07% of the portfolio, ranked #227.

Heritage Wealth Management (Arizona) first reported a position in ESML in Q1 2021 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold ESML as of Q4 2022.

Heritage Wealth Management (Arizona) held 13,986 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $460K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 6,979 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2022, an estimated $232K.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.07% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #227 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and has held it in 7 quarters since.
356 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.