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NorthLanding Financial Partners’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

NorthLanding Financial Partners’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
Q2 		– Sell
-13,130
Closed -$446K – 41
2023
Q1 		$446K Buy
13,130
+136
+1% +$4.75K 0.31% 43
2022
Q4 		$427K Buy
12,994
+52
+0.4% +$1.73K 0.31% 44
2022
Q3 		$397K Buy
+12,942
New +$437K 0.31% 44

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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
M&T Bank
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

NorthLanding Financial Partners's ESML Position: Q2 2023 in Review

NorthLanding Financial Partners sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2023, closing a stake of 13,130 shares — an estimated $446K sold.

NorthLanding Financial Partners first reported a position in ESML in Q3 2022 and held it in 3 quarters. The position peaked at $446K in Q1 2023. 358 funds tracked by Wall St. Rank hold ESML as of Q2 2023.

  • NorthLanding Financial Partners reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • NorthLanding Financial Partners sold 13,130 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2023, an estimated $446K.
  • NorthLanding Financial Partners first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2022 and held it in 3 quarters.
  • NorthLanding Financial Partners's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $446K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2023.

Based on NorthLanding Financial Partners's 13F filing for Q2 2023, filed 8 Aug 2023.