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

Urban 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
2022 Q2	$171K	Buy	+5,420	New	+$187K	0.58%	41

Other funds holding ESML

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

FLPIM

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

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

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

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

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

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

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

Urban Wealth Management's ESML Position: Q2 2022 in Review

Urban Wealth Management opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2022: 5,420 shares worth $171K. The stake represents 0.58% of the portfolio and ranks #41 among its holdings.

322 funds tracked by Wall St. Rank hold ESML as of Q2 2022.

Urban Wealth Management held 5,420 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $171K as of Q2 2022.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Urban Wealth Management position in Q2 2022.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.58% of Urban Wealth Management's portfolio in Q2 2022, its #41 holding.
322 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.