OLVIG
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Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023
Q4 		– Sell
-428
Closed -$14.4K – 844
2023
Q3 		$14.4K Sell
428
-453
-51% -$16.1K 0.01% 382
2023
Q2 		$31.3K Sell
881
-20
-2% -$677 0.01% 311
2023
Q1 		$30.6K Sell
901
-1,154
-56% -$40.3K 0.01% 239
2022
Q4 		$67.6K Sell
2,055
-1,039
-34% -$34.5K 0.04% 158
2022
Q3 		$95K Sell
3,094
-279
-8% -$9.41K 0.06% 123
2022
Q2 		$106K Sell
3,373
-1,016
-23% -$35K 0.06% 125
2022
Q1 		$159K Buy
+4,389
New +$165K 0.11% 107

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 $761B 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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return