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

LVW 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
2021
Q4 		– Sell
-11,577
Closed -$452K – 244
2021
Q3 		$452K Buy
11,577
+194
+2% +$7.67K 0.08% 167
2021
Q2 		$460K Buy
11,383
+415
+4% +$16.5K 0.08% 150
2021
Q1 		$423K Sell
10,968
-2,933
-21% -$111K 0.08% 162
2020
Q4 		$474K Sell
13,901
-384
-3% -$11.8K 0.1% 119
2020
Q3 		$379K Buy
14,285
+409
+3% +$10.8K 0.08% 129
2020
Q2 		$348K Buy
+13,876
New +$320K 0.08% 127

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LVW Advisors's ESML Position: Q4 2021 in Review

LVW Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2021, closing a stake of 11,577 shares — an estimated $452K sold.

LVW Advisors first reported a position in ESML in Q2 2020 and held it in 6 quarters. The position peaked at $474K in Q4 2020. 323 funds tracked by Wall St. Rank hold ESML as of Q4 2021.

  • LVW Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • LVW Advisors sold 11,577 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2021, an estimated $452K.
  • LVW Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and held it in 6 quarters.
  • LVW Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $474K in Q4 2020.
  • 323 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2021.

Based on LVW Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.