MYIA
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Mount Yale Investment Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Mount Yale Investment 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
2023
Q3 		– Sell
-9,274
Closed -$329K – 504
2023
Q2 		$329K Buy
9,274
+1,194
+15% +$40.4K 0.03% 372
2023
Q1 		$275K Buy
8,080
+1,080
+15% +$37.7K 0.03% 400
2022
Q4 		$230K Sell
7,000
-2,614
-27% -$86.8K 0.03% 414
2022
Q3 		$295K Buy
+9,614
New +$324K 0.04% 346
2022
Q2 		– Sell
-9,546
Closed -$363K – 468
2022
Q1 		$363K Buy
9,546
+3,113
+48% +$117K 0.04% 335
2021
Q4 		$259K Buy
+6,433
New +$260K 0.03% 400

Other funds holding ESML

Goldman Sachs
Goldman Sachs New York $761B 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $12.8B AUM 21.02% 1-Year Est. Return