RCA
ESML icon

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

Rowland Carmichael 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
2020
Q2 		– Sell
-368
Closed -$7K – 353
2020
Q1 		$7K Buy
368
+229
+165% +$5.96K ﹤0.01% 306
2019
Q4 		$4K Buy
+139
New +$3.84K ﹤0.01% 346

Other funds holding ESML

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rowland Carmichael Advisors's ESML Position: Q2 2020 in Review

Rowland Carmichael Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2020, closing a stake of 368 shares — an estimated $7K sold.

Rowland Carmichael Advisors first reported a position in ESML in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 122 funds tracked by Wall St. Rank hold ESML as of Q2 2020.

  • Rowland Carmichael Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 368 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2020, an estimated $7K.
  • Rowland Carmichael Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Rowland Carmichael Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $7K in Q1 2020.
  • 122 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.