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 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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 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 29.18% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Mount Yale Investment Advisors's ESML Position: Q3 2023 in Review

Mount Yale Investment Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2023, closing a stake of 9,274 shares — an estimated $329K sold.

Mount Yale Investment Advisors first reported a position in ESML in Q4 2021 and held it in 6 quarters. The position peaked at $363K in Q1 2022. 355 funds tracked by Wall St. Rank hold ESML as of Q3 2023.

Mount Yale Investment Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 9,274 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2023, an estimated $329K.
Mount Yale Investment Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and held it in 6 quarters.
Mount Yale Investment Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $363K in Q1 2022.
355 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.