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

Lakewood 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
2023
Q1 		– Sell
-1,700
Closed -$56K – 165
2022
Q4 		$56K Buy
+1,700
New +$56.5K 0.05% 169

Other funds holding ESML

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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
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
M&T Bank
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

Lakewood Asset Management's ESML Position: Q1 2023 in Review

Lakewood Asset Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2023, closing a stake of 1,700 shares — an estimated $56K sold.

Lakewood Asset Management first reported a position in ESML in Q4 2022 and held it in 1 quarter. The position peaked at $56K in Q4 2022. 346 funds tracked by Wall St. Rank hold ESML as of Q1 2023.

  • Lakewood Asset Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 1,700 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2023, an estimated $56K.
  • Lakewood Asset Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $56K in Q4 2022.
  • 346 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.