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

Trademark Financial 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
-19,939
Closed -$758K – 82
2023
Q4 		$758K Buy
+19,939
New +$681K 0.56% 42

Other funds holding ESML

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Trademark Financial Management's ESML Position: Q1 2024 in Review

Trademark Financial Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2024, closing a stake of 19,939 shares — an estimated $758K sold.

Trademark Financial Management first reported a position in ESML in Q4 2023 and held it in 1 quarter. The position peaked at $758K in Q4 2023. 371 funds tracked by Wall St. Rank hold ESML as of Q1 2024.

  • Trademark Financial Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Trademark Financial Management sold 19,939 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2024, an estimated $758K.
  • Trademark Financial Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Trademark Financial Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $758K in Q4 2023.
  • 371 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2024.

Based on Trademark Financial Management's 13F filing for Q1 2024, filed 7 May 2024.