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Monterey Private Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Monterey Private Wealth’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
Q2 		– Sell
-5,686
Closed -$219K – 105
2022
Q1 		$219K Buy
+5,686
New +$214K 0.11% 112

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Monterey Private Wealth's ESML Position: Q2 2022 in Review

Monterey Private Wealth sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2022, closing a stake of 5,686 shares — an estimated $219K sold.

Monterey Private Wealth first reported a position in ESML in Q1 2022 and held it in 1 quarter. The position peaked at $219K in Q1 2022. 322 funds tracked by Wall St. Rank hold ESML as of Q2 2022.

  • Monterey Private Wealth reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Monterey Private Wealth sold 5,686 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2022, an estimated $219K.
  • Monterey Private Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Monterey Private Wealth's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $219K in Q1 2022.
  • 322 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2022.

Based on Monterey Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.