Koshinski Asset Management
ESML icon

Koshinski Asset Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-136
Closed -$5.17K – 982
2022
Q1 		$5.17K Sell
136
-725
-84% -$27.3K ﹤0.01% 1780
2021
Q4 		$34.7K Sell
861
-100
-10% -$4.05K ﹤0.01% 1280
2021
Q3 		$37.5K Buy
+961
New +$38K ﹤0.01% 1227

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Northern Trust
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FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Koshinski Asset Management's ESML Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2022, closing a stake of 136 shares — an estimated $5.17K sold.

Koshinski Asset Management first reported a position in ESML in Q3 2021 and held it in 3 quarters. The position peaked at $37.5K in Q3 2021. 322 funds tracked by Wall St. Rank hold ESML as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 136 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2022, an estimated $5.17K.
  • Koshinski Asset Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $37.5K in Q3 2021.
  • 322 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.