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Stonehearth Capital Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Stonehearth Capital 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
Q3 		– Sell
-7,102
Closed -$231K – 66
2022
Q2 		$231K Buy
+7,102
New +$244K 0.13% 57

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TF
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FT
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
M&T Bank
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Carson Wealth (CWM LLC)
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Stonehearth Capital Management's ESML Position: Q3 2022 in Review

Stonehearth Capital Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2022, closing a stake of 7,102 shares — an estimated $231K sold.

Stonehearth Capital Management first reported a position in ESML in Q2 2022 and held it in 1 quarter. The position peaked at $231K in Q2 2022. 329 funds tracked by Wall St. Rank hold ESML as of Q3 2022.

  • Stonehearth Capital Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Stonehearth Capital Management sold 7,102 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2022, an estimated $231K.
  • Stonehearth Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Stonehearth Capital Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $231K 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 Stonehearth Capital Management's 13F filing for Q3 2022, filed 5 Oct 2022.