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

Personal Capital 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
2022
Q4 		$612K Buy
18,598
+167
+0.9% +$5.55K ﹤0.01% 275
2022
Q3 		$565K Buy
18,431
+54
+0.3% +$1.82K ﹤0.01% 272
2022
Q2 		$579K Buy
18,377
+247
+1% +$8.5K ﹤0.01% 268
2022
Q1 		$690K Buy
18,130
+155
+0.9% +$5.84K ﹤0.01% 274
2021
Q4 		$725K Sell
17,975
-435
-2% -$17.6K ﹤0.01% 285
2021
Q3 		$718K Buy
18,410
+6,757
+58% +$267K ﹤0.01% 274
2021
Q2 		$470K Sell
11,653
-2,104
-15% -$83.7K ﹤0.01% 318
2021
Q1 		$530K Sell
13,757
-2,673
-16% -$101K ﹤0.01% 298
2020
Q4 		$561K Hold
16,430
– – ﹤0.01% 286
2020
Q3 		$436K Buy
16,430
+4,085
+33% +$108K ﹤0.01% 294
2020
Q2 		$309K Buy
12,345
+627
+5% +$14.5K ﹤0.01% 286
2020
Q1 		$234K Buy
11,718
+773
+7% +$20.1K ﹤0.01% 314
2019
Q4 		$317K Sell
10,945
-345
-3% -$9.54K ﹤0.01% 318
2019
Q3 		$301K Buy
+11,290
New +$302K ﹤0.01% 289
2019
Q2 		– Sell
-11,249
Closed -$297K – 329
2019
Q1 		$297K Buy
11,249
+348
+3% +$8.92K ﹤0.01% 274
2018
Q4 		$247K Buy
10,901
+55
+0.5% +$1.38K ﹤0.01% 276
2018
Q3 		$306K Hold
10,846
– – ﹤0.01% 249
2018
Q2 		$295K Buy
+10,846
New +$289K ﹤0.01% 242

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

Personal Capital Advisors's ESML Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.91% in Q4 2022, buying an estimated $5.55K and bringing the position to 18,598 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Personal Capital Advisors first reported a position in ESML in Q2 2018 and has held it in 18 quarters since. The position peaked at $725K in Q4 2021. 356 funds tracked by Wall St. Rank hold ESML as of Q4 2022.

  • Personal Capital Advisors held 18,598 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $612K as of Q4 2022.
  • Personal Capital Advisors bought 167 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2022, an estimated $5.55K.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #275 holding.
  • Personal Capital Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2018 and has held it in 18 quarters since.
  • Personal Capital Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $725K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.