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Jaffetilchin Investment Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Jaffetilchin Investment Partners’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 		– Sell
-94
Closed -$3.92K – 647
2024
Q3 		$3.92K Buy
+94
New +$3.78K ﹤0.01% 1086

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Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Jaffetilchin Investment Partners's ESML Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2024, closing a stake of 94 shares — an estimated $3.92K sold.

Jaffetilchin Investment Partners first reported a position in ESML in Q3 2024 and held it in 1 quarter. The position peaked at $3.92K in Q3 2024. 405 funds tracked by Wall St. Rank hold ESML as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 94 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2024, an estimated $3.92K.
  • Jaffetilchin Investment Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $3.92K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.