WANY
ESML icon

Wealthspire Advisors (New York)’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-6,607
Closed -$266K – 473
2021
Q4 		$266K Hold
6,607
– – 0.01% 443
2021
Q3 		$258K Buy
+6,607
New +$261K 0.01% 487

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s ESML Position: Q1 2022 in Review

Wealthspire Advisors (New York) sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2022, closing a stake of 6,607 shares — an estimated $266K sold.

Wealthspire Advisors (New York) first reported a position in ESML in Q3 2021 and held it in 2 quarters. The position peaked at $266K in Q4 2021. 332 funds tracked by Wall St. Rank hold ESML as of Q1 2022.

  • Wealthspire Advisors (New York) reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,607 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2022, an estimated $266K.
  • Wealthspire Advisors (New York) first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $266K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2022, filed 9 May 2022.