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

Quest Capital Management’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
Q4 		$646K Hold
16,024
– – 0.11% 123
2021
Q3 		$625K Buy
+16,024
New +$634K 0.12% 115

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Quest Capital Management's ESML Position: Q4 2021 in Review

Quest Capital Management held its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) position steady in Q4 2021 at 16,024 shares worth $646K. The position accounts for 0.11% of the portfolio, ranked #123.

Quest Capital Management first reported a position in ESML in Q3 2021 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold ESML as of Q4 2021.

  • Quest Capital Management held 16,024 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $646K as of Q4 2021.
  • Quest Capital Management left its iShares ESG Aware MSCI USA Small-Cap ETF share count unchanged in Q4 2021.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.11% of Quest Capital Management's portfolio in Q4 2021, its #123 holding.
  • Quest Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.