SHJ
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Sharkey, Howes & Javer’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Sharkey, Howes & Javer’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
Q4 		– Sell
-14,958
Closed -$503K – 118
2023
Q3 		$503K Sell
14,958
-12,644
-46% -$450K 0.1% 79
2023
Q2 		$980K Buy
27,602
+424
+2% +$14.4K 0.19% 61
2023
Q1 		$924K Sell
27,178
-5,220
-16% -$182K 0.2% 59
2022
Q4 		$1.07M Buy
32,398
+4,509
+16% +$150K 0.24% 54
2022
Q3 		$855K Sell
27,889
-68,978
-71% -$2.33M 0.19% 60
2022
Q2 		$3.05M Sell
96,867
-24,748
-20% -$852K 0.74% 26
2022
Q1 		$4.63M Buy
121,615
+5,971
+5% +$225K 1.06% 22
2021
Q4 		$4.66M Buy
115,644
+90,688
+363% +$3.67M 1.05% 23
2021
Q3 		$974K Buy
24,956
+6,081
+32% +$241K 0.25% 44
2021
Q2 		$762K Buy
18,875
+8,199
+77% +$326K 0.2% 46
2021
Q1 		$411K Buy
+10,676
New +$402K 0.13% 58

Other funds holding ESML

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return