Ten Capital Wealth Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Ten Capital Wealth Advisors’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 Q2	$574K	Buy	+16,162	New	+$547K	0.17%	51

Other funds holding ESML

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Ten Capital Wealth Advisors's ESML Position: Q2 2023 in Review

Ten Capital Wealth Advisors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2023: 16,162 shares worth $574K. The stake represents 0.17% of the portfolio and ranks #51 among its holdings.

359 funds tracked by Wall St. Rank hold ESML as of Q2 2023.

Ten Capital Wealth Advisors held 16,162 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $574K as of Q2 2023.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Ten Capital Wealth Advisors position in Q2 2023.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.17% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #51 holding.
359 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.