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

LifePlan Financial Group’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
2020 Q3	$14K	Hold	522	–	–	0.01%	377
2020 Q2	$13K	Hold	522	–	–	0.01%	386
2020 Q1	$10K	Buy	522 +328	+169%	+$8.54K	0.01%	398
2019 Q4	$6K	Hold	194	–	–	﹤0.01%	450
2019 Q3	$5K	Buy	194 +85	+78%	+$2.27K	﹤0.01%	457
2019 Q2	$3K	Hold	109	–	–	﹤0.01%	487
2019 Q1	$3K	Buy	+109	New	+$2.79K	﹤0.01%	489

Other funds holding ESML

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Financial Group's ESML Position: Q3 2020 in Review

LifePlan Financial Group held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2020 at 522 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #377.

LifePlan Financial Group first reported a position in ESML in Q1 2019 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold ESML as of Q3 2020.

LifePlan Financial Group held 522 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $14K as of Q3 2020.
LifePlan Financial Group left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q3 2020.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #377 holding.
LifePlan Financial Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2019 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.