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New York Life Investment Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

New York Life Investment Management’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
-11,501
Closed -$437K – 1389
2023
Q4 		$437K Buy
11,501
+2,528
+28% +$86.3K ﹤0.01% 933
2023
Q3 		$302K Buy
+8,973
New +$319K ﹤0.01% 1148
2023
Q2 		– Sell
-6,520
Closed -$222K – 1318
2023
Q1 		$222K Sell
6,520
-5,031
-44% -$176K ﹤0.01% 1185
2022
Q4 		$380K Sell
11,551
-3,593
-24% -$119K ﹤0.01% 1064
2022
Q3 		$464K Buy
15,144
+8,394
+124% +$283K 0.01% 805
2022
Q2 		$213K Buy
6,750
+1,009
+18% +$34.7K ﹤0.01% 1223
2022
Q1 		$218K Buy
+5,741
New +$216K 0.01% 52

Other funds holding ESML

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

New York Life Investment Management's ESML Position: Q1 2024 in Review

New York Life Investment Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2024, closing a stake of 11,501 shares — an estimated $437K sold.

New York Life Investment Management first reported a position in ESML in Q1 2022 and held it in 7 quarters. The position peaked at $464K in Q3 2022. 371 funds tracked by Wall St. Rank hold ESML as of Q1 2024.

  • New York Life Investment Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 11,501 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2024, an estimated $437K.
  • New York Life Investment Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and held it in 7 quarters.
  • New York Life Investment Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $464K in Q3 2022.
  • 371 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.