People's United Financial’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

People's United Financial’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 Q1	–	Sell	-12,725	Closed	-$513K	–	641
2021 Q4	$513K	Sell	12,725 -20,419	-62%	-$827K	0.01%	483
2021 Q3	$1.29M	Buy	33,144 +1,309	+4%	+$51.8K	0.03%	330
2021 Q2	$1.28M	Buy	31,835 +9,132	+40%	+$363K	0.03%	340
2021 Q1	$875K	Buy	+22,703	New	+$855K	0.02%	388

Other funds holding ESML

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

People's United Financial's ESML Position: Q1 2022 in Review

People's United Financial sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2022, closing a stake of 12,725 shares — an estimated $513K sold.

People's United Financial first reported a position in ESML in Q1 2021 and held it in 4 quarters. The position peaked at $1.29M in Q3 2021. 333 funds tracked by Wall St. Rank hold ESML as of Q1 2022.

People's United Financial reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
People's United Financial sold 12,725 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2022, an estimated $513K.
People's United Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and held it in 4 quarters.
People's United Financial's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.29M in Q3 2021.
333 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.