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

Radnor Financial 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 Q3	$1.08M	Buy	+35,229	New	+$1.19M	0.38%	26

Other funds holding ESML

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

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Radnor Financial Advisors's ESML Position: Q3 2022 in Review

Radnor Financial Advisors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2022: 35,229 shares worth $1.08M. The stake represents 0.38% of the portfolio and ranks #26 among its holdings.

329 funds tracked by Wall St. Rank hold ESML as of Q3 2022.

Radnor Financial Advisors held 35,229 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $1.08M as of Q3 2022.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Radnor Financial Advisors position in Q3 2022.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.38% of Radnor Financial Advisors's portfolio in Q3 2022, its #26 holding.
329 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.