Signature Estate & Investment Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Signature Estate & Investment 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
2022 Q2	–	Sell	-5,283	Closed	-$201K	–	176
2022 Q1	$201K	Buy	5,283 +189	+4%	+$7.12K	0.01%	162
2021 Q4	$205K	Buy	+5,094	New	+$206K	0.01%	161
2021 Q2	–	Sell	-6,066	Closed	-$233K	–	167
2021 Q1	$233K	Buy	+6,066	New	+$229K	0.01%	150

Other funds holding ESML

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Signature Estate & Investment Advisors's ESML Position: Q2 2022 in Review

Signature Estate & Investment Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2022, closing a stake of 5,283 shares — an estimated $201K sold.

Signature Estate & Investment Advisors first reported a position in ESML in Q1 2021 and held it in 3 quarters. The position peaked at $233K in Q1 2021. 322 funds tracked by Wall St. Rank hold ESML as of Q2 2022.

Signature Estate & Investment Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Signature Estate & Investment Advisors sold 5,283 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2022, an estimated $201K.
Signature Estate & Investment Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2021 and held it in 3 quarters.
Signature Estate & Investment Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $233K in Q1 2021.
322 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2022.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.