LNC
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Lincoln National Corp’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-5,193
Closed -$209K – 337
2024
Q1 		$209K Sell
5,193
-94
-2% -$3.58K ﹤0.01% 1129
2023
Q4 		$201K Sell
5,287
-1,446
-21% -$49.4K ﹤0.01% 1051
2023
Q3 		$227K Buy
+6,733
New +$240K ﹤0.01% 906
2022
Q4 		– Sell
-13,014
Closed -$400K – 943
2022
Q3 		$400K Buy
13,014
+65
+0.5% +$2.19K 0.01% 557
2022
Q2 		$408K Sell
12,949
-7,850
-38% -$270K 0.01% 531
2022
Q1 		$791K Buy
20,799
+440
+2% +$16.6K 0.02% 407
2021
Q4 		$821K Buy
20,359
+1,979
+11% +$80.1K 0.02% 390
2021
Q3 		$717K Buy
18,380
+665
+4% +$26.3K 0.02% 405
2021
Q2 		$715K Buy
17,715
+6,467
+57% +$257K 0.02% 396
2021
Q1 		$433K Buy
11,248
+1,163
+12% +$43.8K 0.01% 502
2020
Q4 		$344K Buy
10,085
+1,494
+17% +$45.9K 0.01% 531
2020
Q3 		$228K Sell
8,591
-1,618
-16% -$42.8K 0.01% 587
2020
Q2 		$256K Buy
+10,209
New +$235K 0.01% 536

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Lincoln National Corp's ESML Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2024, closing a stake of 5,193 shares — an estimated $209K sold.

Lincoln National Corp first reported a position in ESML in Q2 2020 and held it in 13 quarters. The position peaked at $821K in Q4 2021. 369 funds tracked by Wall St. Rank hold ESML as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 5,193 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2024, an estimated $209K.
  • Lincoln National Corp first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and held it in 13 quarters.
  • Lincoln National Corp's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $821K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.