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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q2 		– Sell
-141
Closed -$5.29K – 561
2024
Q1 		$5.29K Buy
+141
New +$5.36K ﹤0.01% 523

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ESML Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2024, closing a stake of 141 shares — an estimated $5.29K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESML in Q1 2024 and held it in 1 quarter. The position peaked at $5.29K in Q1 2024. 369 funds tracked by Wall St. Rank hold ESML as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 141 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2024, an estimated $5.29K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $5.29K in Q1 2024.
  • 369 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.