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Spectrum Planning & Advisory Services’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Spectrum Planning & Advisory Services’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
Q1 		– Sell
-5,190
Closed -$209K – 45
2021
Q4 		$209K Buy
+5,190
New +$210K 0.19% 50

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FT
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CFG
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M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Spectrum Planning & Advisory Services's ESML Position: Q1 2022 in Review

Spectrum Planning & Advisory Services sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2022, closing a stake of 5,190 shares — an estimated $209K sold.

Spectrum Planning & Advisory Services first reported a position in ESML in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 333 funds tracked by Wall St. Rank hold ESML as of Q1 2022.

  • Spectrum Planning & Advisory Services reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 5,190 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2022, an estimated $209K.
  • Spectrum Planning & Advisory Services first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $209K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2022.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.