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McIlrath & Eck’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

McIlrath & Eck’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 		– Sell
-499
Closed -$16K – 855
2022
Q2 		$16K Buy
+499
New +$17.2K 0.01% 419

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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

McIlrath & Eck's ESML Position: Q3 2022 in Review

McIlrath & Eck sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2022, closing a stake of 499 shares — an estimated $16K sold.

McIlrath & Eck first reported a position in ESML in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 329 funds tracked by Wall St. Rank hold ESML as of Q3 2022.

  • McIlrath & Eck reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • McIlrath & Eck sold 499 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2022, an estimated $16K.
  • McIlrath & Eck first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and held it in 1 quarter.
  • McIlrath & Eck's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $16K in Q2 2022.
  • 329 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2022.

Based on McIlrath & Eck's 13F filing for Q3 2022, filed 18 Oct 2022.