Silicon Hills Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Silicon Hills Wealth Management’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	-5,820	Closed	-$221K	–	103
2022 Q1	$221K	Buy	+5,820	New	+$219K	0.14%	102
2021 Q4	–	Sell	-8,207	Closed	-$320K	–	121
2021 Q3	$320K	Buy	8,207 +2,586	+46%	+$102K	0.22%	89
2021 Q2	$227K	Buy	+5,621	New	+$224K	0.18%	82
2020 Q1	–	Sell	-1	Closed	-$15	–	132
2019 Q4	$15	Buy	+1	New	+$28	0.01%	211

Other funds holding ESML

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Silicon Hills Wealth Management's ESML Position: Q2 2022 in Review

Silicon Hills Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2022, closing a stake of 5,820 shares — an estimated $221K sold.

Silicon Hills Wealth Management first reported a position in ESML in Q4 2019 and held it in 4 quarters. The position peaked at $320K in Q3 2021. 322 funds tracked by Wall St. Rank hold ESML as of Q2 2022.

Silicon Hills Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 5,820 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2022, an estimated $221K.
Silicon Hills Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and held it in 4 quarters.
Silicon Hills Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $320K in Q3 2021.
322 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.