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Horst & Graben Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Horst & Graben Wealth Management’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
2023
Q4 		– Sell
-15,590
Closed -$525K – 141
2023
Q3 		$525K Sell
15,590
-17,275
-53% -$615K 0.13% 68
2023
Q2 		$1.17M Sell
32,865
-235
-0.7% -$7.96K 0.28% 37
2023
Q1 		$1.13M Sell
33,100
-5,305
-14% -$185K 0.28% 44
2022
Q4 		$1.26M Sell
38,405
-3,935
-9% -$131K 0.33% 39
2022
Q3 		$1.3M Buy
42,340
+312
+0.7% +$10.5K 0.37% 33
2022
Q2 		$1.32M Sell
42,028
-423
-1% -$14.6K 0.36% 40
2022
Q1 		$1.61M Buy
42,451
+1,139
+3% +$42.9K 0.39% 37
2021
Q4 		$1.67M Buy
41,312
+298
+0.7% +$12.1K 0.42% 38
2021
Q3 		$1.6M Buy
41,014
+2,228
+6% +$88.1K 0.44% 38
2021
Q2 		$1.57M Buy
38,786
+12,787
+49% +$508K 0.44% 36
2021
Q1 		$1M Buy
+25,999
New +$980K 0.32% 45
2020
Q4 		– Sell
-17,127
Closed -$454K – 115
2020
Q3 		$454K Buy
+17,127
New +$453K 0.18% 66

Other funds holding ESML

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Horst & Graben Wealth Management's ESML Position: Q4 2023 in Review

Horst & Graben Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2023, closing a stake of 15,590 shares — an estimated $525K sold.

Horst & Graben Wealth Management first reported a position in ESML in Q3 2020 and held it in 12 quarters. The position peaked at $1.67M in Q4 2021. 361 funds tracked by Wall St. Rank hold ESML as of Q4 2023.

  • Horst & Graben Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 15,590 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2023, an estimated $525K.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and held it in 12 quarters.
  • Horst & Graben Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.67M in Q4 2021.
  • 361 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.