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

Wealthcare Capital 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
2021
Q2 		– Sell
-1,973
Closed -$76K – 265
2021
Q1 		$76K Buy
+1,973
New +$74.3K 0.01% 114
2020
Q2 		– Sell
-2,218
Closed -$44K – 113
2020
Q1 		$44K Buy
2,218
+369
+20% +$9.61K 0.01% 97
2019
Q4 		$53K Buy
+1,849
New +$51.1K 0.01% 106

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Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealthcare Capital Management's ESML Position: Q2 2021 in Review

Wealthcare Capital Management sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q2 2021, closing a stake of 1,973 shares — an estimated $76K sold.

Wealthcare Capital Management first reported a position in ESML in Q4 2019 and held it in 3 quarters. The position peaked at $76K in Q1 2021. 251 funds tracked by Wall St. Rank hold ESML as of Q2 2021.

  • Wealthcare Capital Management reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,973 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q2 2021, an estimated $76K.
  • Wealthcare Capital Management first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2019 and held it in 3 quarters.
  • Wealthcare Capital Management's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $76K in Q1 2021.
  • 251 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.