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

Simon Quick 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
Q3 		– Sell
-5,847
Closed -$206K – 208
2022
Q2 		$206K Buy
+5,847
New +$201K 0.03% 163

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Simon Quick Advisors's ESML Position: Q3 2022 in Review

Simon Quick Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2022, closing a stake of 5,847 shares — an estimated $206K sold.

Simon Quick Advisors first reported a position in ESML in Q2 2022 and held it in 1 quarter. The position peaked at $206K in Q2 2022. 329 funds tracked by Wall St. Rank hold ESML as of Q3 2022.

  • Simon Quick Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 5,847 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2022, an estimated $206K.
  • Simon Quick Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Simon Quick Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $206K in Q2 2022.
  • 329 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2022.

Based on Simon Quick Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.