LGT Financial Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

LGT Financial Advisors’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	-526	Closed	-$22K	–	737
2024 Q3	$22K	Buy	526 +1	+0.2%	+$40	0.05%	261
2024 Q2	$20.2K	Buy	525 +2	+0.4%	+$77	0.04%	303
2024 Q1	$21.1K	Buy	523 +1	+0.2%	+$38	0.02%	353
2023 Q4	$19.8K	Buy	522 +4	+0.8%	+$137	0.02%	352
2023 Q3	$17.4K	Buy	+518	New	+$18.4K	0.02%	368
2023 Q1	–	Sell	-3,455	Closed	-$114K	–	117
2022 Q4	$114K	Buy	+3,455	New	+$115K	0.13%	117

Other funds holding ESML

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LGT Financial Advisors's ESML Position: Q4 2024 in Review

LGT Financial Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2024, closing a stake of 526 shares — an estimated $22K sold.

LGT Financial Advisors first reported a position in ESML in Q4 2022 and held it in 6 quarters. The position peaked at $114K in Q4 2022. 405 funds tracked by Wall St. Rank hold ESML as of Q4 2024.

LGT Financial Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
LGT Financial Advisors sold 526 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2024, an estimated $22K.
LGT Financial Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and held it in 6 quarters.
LGT Financial Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $114K in Q4 2022.
405 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.