Maryland Capital Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Maryland Capital Management’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
2022 Q3	$330K	Hold	10,750	–	–	0.03%	176
2022 Q2	$339K	Hold	10,750	–	–	0.03%	179
2022 Q1	$409K	Hold	10,750	–	–	0.03%	177
2021 Q4	$433K	Hold	10,750	–	–	0.02%	184
2021 Q3	$419K	Buy	10,750 +1,250	+13%	+$49.5K	0.03%	181
2021 Q2	$384K	Hold	9,500	–	–	0.02%	187
2021 Q1	$366K	Hold	9,500	–	–	0.02%	181
2020 Q4	$324K	Buy	9,500 +300	+3%	+$9.22K	0.02%	183
2020 Q3	$244K	Buy	+9,200	New	+$243K	0.02%	184

Other funds holding ESML

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Maryland Capital Management's ESML Position: Q3 2022 in Review

Maryland Capital Management held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q3 2022 at 10,750 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #176.

Maryland Capital Management first reported a position in ESML in Q3 2020 and has held it in 9 quarters since. The position peaked at $433K in Q4 2021. 330 funds tracked by Wall St. Rank hold ESML as of Q3 2022.

Maryland Capital Management held 10,750 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $330K as of Q3 2022.
Maryland Capital Management left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q3 2022.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.03% of Maryland Capital Management's portfolio in Q3 2022, its #176 holding.
Maryland Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2020 and has held it in 9 quarters since.
Maryland Capital Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $433K in Q4 2021.
330 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.