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

Pin Oak Investment 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
2023
Q1 		– Sell
-88
Closed -$3K – 435
2022
Q4 		$3K Hold
88
– – ﹤0.01% 377
2022
Q3 		$3K Hold
88
– – ﹤0.01% 345
2022
Q2 		$3K Hold
88
– – ﹤0.01% 368
2022
Q1 		$3K Hold
88
– – ﹤0.01% 385
2021
Q4 		$4K Buy
88
+38
+76% +$1.54K ﹤0.01% 372
2021
Q3 		$2K Hold
50
– – ﹤0.01% 374
2021
Q2 		$2K Buy
+50
New +$1.99K ﹤0.01% 372

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Pin Oak Investment Advisors's ESML Position: Q1 2023 in Review

Pin Oak Investment Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2023, closing a stake of 88 shares — an estimated $3K sold.

Pin Oak Investment Advisors first reported a position in ESML in Q2 2021 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 346 funds tracked by Wall St. Rank hold ESML as of Q1 2023.

  • Pin Oak Investment Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 88 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2023, an estimated $3K.
  • Pin Oak Investment Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2021 and held it in 7 quarters.
  • Pin Oak Investment Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $4K in Q4 2021.
  • 346 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2023.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.