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

Ropes Wealth 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
2023
Q1 		– Sell
-37,847
Closed -$1.24M – 264
2022
Q4 		$1.24M Buy
+37,847
New +$1.26M 0.22% 102

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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

Ropes Wealth Advisors's ESML Position: Q1 2023 in Review

Ropes Wealth Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2023, closing a stake of 37,847 shares — an estimated $1.24M sold.

Ropes Wealth Advisors first reported a position in ESML in Q4 2022 and held it in 1 quarter. The position peaked at $1.24M in Q4 2022. 347 funds tracked by Wall St. Rank hold ESML as of Q1 2023.

  • Ropes Wealth Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Ropes Wealth Advisors sold 37,847 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2023, an estimated $1.24M.
  • Ropes Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $1.24M in Q4 2022.
  • 347 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2023.

Based on Ropes Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.