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Petix & Botte Financial’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Petix & Botte 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
2024
Q2 		– Sell
-23,767
Closed -$957K – 133
2024
Q1 		$957K Buy
+23,767
New +$904K 0.24% 70

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Petix & Botte Financial's ESML Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2024, closing a stake of 23,767 shares — an estimated $957K sold.

Petix & Botte Financial first reported a position in ESML in Q1 2024 and held it in 1 quarter. The position peaked at $957K in Q1 2024. 369 funds tracked by Wall St. Rank hold ESML as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 23,767 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2024, an estimated $957K.
  • Petix & Botte Financial first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $957K in Q1 2024.
  • 369 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.