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Oxler Private Wealth’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-506
Closed -$49K – 166
2022
Q3 		$49K Buy
+506
New +$17.1K 0.03% 200

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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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Oxler Private Wealth's ESML Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2022, closing a stake of 506 shares — an estimated $49K sold.

Oxler Private Wealth first reported a position in ESML in Q3 2022 and held it in 1 quarter. The position peaked at $49K in Q3 2022. 356 funds tracked by Wall St. Rank hold ESML as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 506 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2022, an estimated $49K.
  • Oxler Private Wealth first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $49K in Q3 2022.
  • 356 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.