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

Sugarloaf 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
2024 Q1	–	Sell	-1,104	Closed	-$42K	–	692
2023 Q4	$42K	Hold	1,104	–	–	0.01%	302
2023 Q3	$37.1K	Sell	1,104 -1,677	-60%	-$59.7K	0.01%	323
2023 Q2	$98.8K	Hold	2,781	–	–	0.02%	207
2023 Q1	$94.5K	Sell	2,781 -235	-8%	-$8.21K	0.02%	204
2022 Q4	$99.2K	Hold	3,016	–	–	0.02%	192
2022 Q3	$93K	Buy	3,016 +578	+24%	+$19.5K	0.02%	201
2022 Q2	$77K	Hold	2,438	–	–	0.02%	224
2022 Q1	$93K	Hold	2,438	–	–	0.02%	197
2021 Q4	$98K	Hold	2,438	–	–	0.02%	203
2021 Q3	$95K	Hold	2,438	–	–	0.03%	200
2021 Q2	$98K	Buy	2,438 +1,550	+175%	+$61.6K	0.03%	192
2021 Q1	$93K	Sell	888 -1,531	-63%	-$57.7K	0.03%	196
2020 Q4	$83K	Buy	2,419 +729	+43%	+$22.4K	0.03%	195
2020 Q3	$64K	Hold	1,690	–	–	0.02%	200
2020 Q2	$42K	Hold	1,690	–	–	0.02%	260
2020 Q1	$34K	Buy	+1,690	New	+$44K	0.02%	263

Other funds holding ESML

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Sugarloaf Wealth Management's ESML Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2024, closing a stake of 1,104 shares — an estimated $42K sold.

Sugarloaf Wealth Management first reported a position in ESML in Q1 2020 and held it in 16 quarters. The position peaked at $99.2K in Q4 2022. 371 funds tracked by Wall St. Rank hold ESML as of Q1 2024.

Sugarloaf Wealth Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,104 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2024, an estimated $42K.
Sugarloaf Wealth Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2020 and held it in 16 quarters.
Sugarloaf Wealth Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $99.2K in Q4 2022.
371 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.