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Watson Rebecca’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Watson Rebecca’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
2020
Q3 		– Sell
-4,985
Closed -$125K – 170
2020
Q2 		$125K Buy
+4,985
New +$115K 0.07% 94

Other funds holding ESML

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Watson Rebecca's ESML Position: Q3 2020 in Review

Watson Rebecca sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2020, closing a stake of 4,985 shares — an estimated $125K sold.

Watson Rebecca first reported a position in ESML in Q2 2020 and held it in 1 quarter. The position peaked at $125K in Q2 2020. 141 funds tracked by Wall St. Rank hold ESML as of Q3 2020.

  • Watson Rebecca reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Watson Rebecca sold 4,985 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q3 2020, an estimated $125K.
  • Watson Rebecca first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2020 and held it in 1 quarter.
  • Watson Rebecca's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $125K in Q2 2020.
  • 141 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.