Kistler-Tiffany Companies’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Kistler-Tiffany Companies’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 Q2	$32.8K	Hold	922	–	–	0.01%	544
2023 Q1	$31.3K	Buy	922 +721	+359%	+$25.2K	0.01%	487
2022 Q4	$6.61K	Hold	201	–	–	﹤0.01%	667
2022 Q3	$6K	Hold	201	–	–	﹤0.01%	656
2022 Q2	$6K	Hold	201	–	–	﹤0.01%	636
2022 Q1	$8K	Hold	201	–	–	﹤0.01%	620
2021 Q4	$8K	Hold	201	–	–	﹤0.01%	615
2021 Q3	$8K	Hold	201	–	–	﹤0.01%	606
2021 Q2	$8K	Buy	+201	New	+$7.99K	﹤0.01%	588

Other funds holding ESML

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Kistler-Tiffany Companies's ESML Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q2 2023 at 922 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #544.

Kistler-Tiffany Companies first reported a position in ESML in Q2 2021 and has held it in 9 quarters since. 359 funds tracked by Wall St. Rank hold ESML as of Q2 2023.

Kistler-Tiffany Companies held 922 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $32.8K as of Q2 2023.
Kistler-Tiffany Companies left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q2 2023.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #544 holding.
Kistler-Tiffany Companies first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and has held it in 9 quarters since.
359 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.