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Newbridge Financial Services Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-50
Closed -$2K – 1471
2021
Q4 		$2K Hold
50
– – ﹤0.01% 1233
2021
Q3 		$2K Hold
50
– – ﹤0.01% 1176
2021
Q2 		$2K Hold
50
– – ﹤0.01% 1273
2021
Q1 		$2K Buy
+50
New +$1.88K ﹤0.01% 1169

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
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Newbridge Financial Services Group's ESML Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Newbridge Financial Services Group first reported a position in ESML in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 332 funds tracked by Wall St. Rank hold ESML as of Q1 2022.

  • Newbridge Financial Services Group reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 50 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2022, an estimated $2K.
  • Newbridge Financial Services Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and held it in 4 quarters.
  • Newbridge Financial Services Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.