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Ritter Daniher Financial Advisory’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Ritter Daniher Financial Advisory’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
Q3 		– Sell
-12
Closed -$427 – 364
2023
Q2 		$427 Buy
+12
New +$406 ﹤0.01% 315

Other funds holding ESML

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Ritter Daniher Financial Advisory's ESML Position: Q3 2023 in Review

Ritter Daniher Financial Advisory sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2023, closing a stake of 12 shares — an estimated $427 sold.

Ritter Daniher Financial Advisory first reported a position in ESML in Q2 2023 and held it in 1 quarter. The position peaked at $427 in Q2 2023. 355 funds tracked by Wall St. Rank hold ESML as of Q3 2023.

  • Ritter Daniher Financial Advisory reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 12 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2023, an estimated $427.
  • Ritter Daniher Financial Advisory first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $427 in Q2 2023.
  • 355 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2023, filed 9 Nov 2023.