SA
ESML icon

Shilanski & Associates’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Shilanski & Associates’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
2022
Q4 		– Sell
-7,019
Closed -$215K – 134
2022
Q3 		$215K Buy
+7,019
New +$237K 0.08% 129

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Shilanski & Associates's ESML Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2022, closing a stake of 7,019 shares — an estimated $215K sold.

Shilanski & Associates first reported a position in ESML in Q3 2022 and held it in 1 quarter. The position peaked at $215K in Q3 2022. 356 funds tracked by Wall St. Rank hold ESML as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 7,019 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2022, an estimated $215K.
  • Shilanski & Associates first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $215K in Q3 2022.
  • 356 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.