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The Family Firm’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

The Family Firm’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
Q3 		– Sell
-74
Closed -$2.86K – 407
2024
Q2 		$2.86K Buy
+74
New +$2.86K ﹤0.01% 778

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

The Family Firm's ESML Position: Q3 2024 in Review

The Family Firm sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2024, closing a stake of 74 shares — an estimated $2.86K sold.

The Family Firm first reported a position in ESML in Q2 2024 and held it in 1 quarter. The position peaked at $2.86K in Q2 2024. 381 funds tracked by Wall St. Rank hold ESML as of Q3 2024.

  • The Family Firm reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 74 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2024, an estimated $2.86K.
  • The Family Firm first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $2.86K in Q2 2024.
  • 381 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.