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NWAM LLC’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

NWAM LLC’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
2021
Q2 		– Sell
-7,104
Closed -$274K – 486
2021
Q1 		$274K Buy
+7,104
New +$268K 0.03% 397

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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
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NWAM LLC's ESML Position: Q2 2021 in Review

NWAM LLC sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2021, closing a stake of 7,104 shares — an estimated $274K sold.

NWAM LLC first reported a position in ESML in Q1 2021 and held it in 1 quarter. The position peaked at $274K in Q1 2021. 251 funds tracked by Wall St. Rank hold ESML as of Q2 2021.

  • NWAM LLC reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • NWAM LLC sold 7,104 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2021, an estimated $274K.
  • NWAM LLC first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and held it in 1 quarter.
  • NWAM LLC's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $274K in Q1 2021.
  • 251 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2021.

Based on NWAM LLC's 13F filing for Q2 2021, filed 4 Aug 2021.