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Rehmann Capital Advisory Group’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Rehmann Capital Advisory 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
2019
Q3 		– Sell
-58
Closed -$1.56K – 1784
2019
Q2 		$1.56K Hold
58
– – ﹤0.01% 1838
2019
Q1 		$1.53K Buy
+58
New +$1.49K ﹤0.01% 1841

Other funds holding ESML

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
PBT
Pictet Bank & Trust Nassau, Bahamas $93.3M AUM 21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rehmann Capital Advisory Group's ESML Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2019, closing a stake of 58 shares — an estimated $1.56K sold.

Rehmann Capital Advisory Group first reported a position in ESML in Q1 2019 and held it in 2 quarters. The position peaked at $1.56K in Q2 2019. 55 funds tracked by Wall St. Rank hold ESML as of Q3 2019.

  • Rehmann Capital Advisory Group reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 58 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2019, an estimated $1.56K.
  • Rehmann Capital Advisory Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2019 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.56K in Q2 2019.
  • 55 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.