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Rothschild & Co Wealth Management (UK)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Rothschild & Co Wealth Management (UK)’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
-6,506
Closed -$251K – 44
2021
Q1 		$251K Hold
6,506
– – ﹤0.01% 32
2020
Q4 		$222K Hold
6,506
– – ﹤0.01% 33
2020
Q3 		$173K Buy
6,506
+3,258
+100% +$86.1K ﹤0.01% 34
2020
Q2 		$81K Buy
+3,248
New +$74.9K ﹤0.01% 37

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FLPIM
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FT
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Carson Wealth (CWM LLC)
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s ESML Position: Q2 2021 in Review

Rothschild & Co Wealth Management (UK) sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2021, closing a stake of 6,506 shares — an estimated $251K sold.

Rothschild & Co Wealth Management (UK) first reported a position in ESML in Q2 2020 and held it in 4 quarters. The position peaked at $251K in Q1 2021. 251 funds tracked by Wall St. Rank hold ESML as of Q2 2021.

  • Rothschild & Co Wealth Management (UK) reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 6,506 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2021, an estimated $251K.
  • Rothschild & Co Wealth Management (UK) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and held it in 4 quarters.
  • Rothschild & Co Wealth Management (UK)'s iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $251K 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 Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2021, filed 2 Aug 2021.