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TD Ameritrade Investment Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-71,268
Closed -$2.53M – 147
2023
Q2 		$2.53M Sell
71,268
-6,458
-8% -$219K 0.03% 88
2023
Q1 		$2.64M Sell
77,726
-8,236
-10% -$288K 0.03% 90
2022
Q4 		$2.83M Sell
85,962
-6,078
-7% -$202K 0.03% 91
2022
Q3 		$2.82M Sell
92,040
-5,666
-6% -$191K 0.03% 90
2022
Q2 		$3.08M Buy
97,706
+933
+1% +$32.1K 0.03% 92
2022
Q1 		$3.68M Sell
96,773
-544
-0.6% -$20.5K 0.03% 89
2021
Q4 		$3.92M Buy
97,317
+33,469
+52% +$1.36M 0.03% 88
2021
Q3 		$1.69M Sell
63,848
-25,010
-28% -$989K 0.01% 101
2021
Q2 		$3.59M Buy
88,858
+18,085
+26% +$719K 0.03% 88
2021
Q1 		$2.42M Hold
70,773
– – 0.02% 96
2020
Q4 		$2.42M Buy
70,773
+6,925
+11% +$213K 0.02% 96
2020
Q3 		$1.69M Buy
63,848
+6,774
+12% +$179K 0.01% 101
2020
Q2 		$1.43M Buy
57,074
+9,598
+20% +$221K 0.01% 104
2020
Q1 		$947K Buy
47,476
+8,090
+21% +$211K 0.01% 119
2019
Q4 		$1.14M Buy
39,386
+5,685
+17% +$157K 0.01% 121
2019
Q3 		$900K Buy
33,701
+31,396
+1,362% +$840K 0.01% 130
2019
Q2 		$62K Buy
2,305
+1,292
+128% +$34.4K ﹤0.01% 237
2019
Q1 		$27K Buy
1,013
+342
+51% +$8.77K ﹤0.01% 293
2018
Q4 		$15K Buy
+671
New +$16.9K ﹤0.01% 314

Other funds holding ESML

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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 29.2% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

TD Ameritrade Investment Management's ESML Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2023, closing a stake of 71,268 shares — an estimated $2.53M sold.

TD Ameritrade Investment Management first reported a position in ESML in Q4 2018 and held it in 19 quarters. The position peaked at $3.92M in Q4 2021. 356 funds tracked by Wall St. Rank hold ESML as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 71,268 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2023, an estimated $2.53M.
  • TD Ameritrade Investment Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2018 and held it in 19 quarters.
  • TD Ameritrade Investment Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $3.92M in Q4 2021.
  • 356 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.