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Moisand Fitzgerald Tamayo’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-364
Closed -$13.9K – 602
2023
Q4 		$13.9K Buy
364
+2
+0.6% +$68 ﹤0.01% 295
2023
Q3 		$12.2K Buy
+362
New +$12.9K ﹤0.01% 315

Other funds holding ESML

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Moisand Fitzgerald Tamayo's ESML Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2024, closing a stake of 364 shares — an estimated $13.9K sold.

Moisand Fitzgerald Tamayo first reported a position in ESML in Q3 2023 and held it in 2 quarters. The position peaked at $13.9K in Q4 2023. 371 funds tracked by Wall St. Rank hold ESML as of Q1 2024.

  • Moisand Fitzgerald Tamayo reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 364 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2024, an estimated $13.9K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2023 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $13.9K in Q4 2023.
  • 371 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.