Regal Wealth Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-431	Closed	-$17K	–	118
2021 Q1	$17K	Hold	431	–	–	0.01%	151
2020 Q4	$15K	Hold	431	–	–	0.01%	143
2020 Q3	$11K	Hold	431	–	–	0.01%	143
2020 Q2	$11K	Hold	431	–	–	0.01%	144
2020 Q1	$9K	Hold	431	–	–	0.01%	126
2019 Q4	$12K	Hold	431	–	–	0.01%	144
2019 Q3	$12K	Buy	+431	New	+$11.5K	0.01%	117

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Regal Wealth Group's ESML Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2021, closing a stake of 431 shares — an estimated $17K sold.

Regal Wealth Group first reported a position in ESML in Q3 2019 and held it in 7 quarters. The position peaked at $17K in Q1 2021. 251 funds tracked by Wall St. Rank hold ESML as of Q2 2021.

Regal Wealth Group reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 431 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2021, an estimated $17K.
Regal Wealth Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2019 and held it in 7 quarters.
Regal Wealth Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $17K in Q1 2021.
251 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.