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

Stockman 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
Q1 		– Sell
-5,682
Closed -$229K – 203
2021
Q4 		$229K Buy
+5,682
New +$230K 0.05% 191

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Vontobel Holding
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Stockman Wealth Management's ESML Position: Q1 2022 in Review

Stockman Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2022, closing a stake of 5,682 shares — an estimated $229K sold.

Stockman Wealth Management first reported a position in ESML in Q4 2021 and held it in 1 quarter. The position peaked at $229K in Q4 2021. 333 funds tracked by Wall St. Rank hold ESML as of Q1 2022.

  • Stockman Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Stockman Wealth Management sold 5,682 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2022, an estimated $229K.
  • Stockman Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Stockman Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $229K 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 Stockman Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.