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Paracle Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Paracle Advisors’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
Q1 		$467K Hold
12,135
– – 0.08% 70
2020
Q4 		$414K Hold
12,135
– – 0.08% 78
2020
Q3 		$321K Hold
12,135
– – 0.07% 79
2020
Q2 		$304K Buy
12,135
+115
+1% +$2.65K 0.07% 74
2020
Q1 		$239K Buy
+12,020
New +$313K 0.06% 77

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $29.1B AUM 22.79% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paracle Advisors's ESML Position: Q1 2021 in Review

Paracle Advisors held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q1 2021 at 12,135 shares worth $467K. The position accounts for 0.08% of the portfolio, ranked #70.

Paracle Advisors first reported a position in ESML in Q1 2020 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold ESML as of Q1 2021.

  • Paracle Advisors held 12,135 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $467K as of Q1 2021.
  • Paracle Advisors left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q1 2021.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.08% of Paracle Advisors's portfolio in Q1 2021, its #70 holding.
  • Paracle Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2020 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.