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

SOA Wealth 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
2023
Q2 		– Sell
-998
Closed -$33.9K – 953
2023
Q1 		$33.9K Buy
998
+4
+0.4% +$140 0.01% 336
2022
Q4 		$32.7K Buy
994
+4
+0.4% +$133 0.01% 331
2022
Q3 		$30K Hold
990
– – 0.01% 321
2022
Q2 		$31K Buy
+990
New +$34.1K 0.01% 316

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

SOA Wealth Advisors's ESML Position: Q2 2023 in Review

SOA Wealth Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2023, closing a stake of 998 shares — an estimated $33.9K sold.

SOA Wealth Advisors first reported a position in ESML in Q2 2022 and held it in 4 quarters. The position peaked at $33.9K in Q1 2023. 358 funds tracked by Wall St. Rank hold ESML as of Q2 2023.

  • SOA Wealth Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 998 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2023, an estimated $33.9K.
  • SOA Wealth Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and held it in 4 quarters.
  • SOA Wealth Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $33.9K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.