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

West Wealth Group’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
2023
Q1 		– Sell
-7,163
Closed -$236K – 75
2022
Q4 		$236K Buy
7,163
+153
+2% +$5.08K 0.12% 58
2022
Q3 		$215K Buy
7,010
+7
+0.1% +$236 0.11% 55
2022
Q2 		$220K Sell
7,003
-594
-8% -$20.4K 0.1% 64
2022
Q1 		$289K Buy
+7,597
New +$286K 0.11% 47

Other funds holding ESML

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

West Wealth Group's ESML Position: Q1 2023 in Review

West Wealth Group sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q1 2023, closing a stake of 7,163 shares — an estimated $236K sold.

West Wealth Group first reported a position in ESML in Q1 2022 and held it in 4 quarters. The position peaked at $289K in Q1 2022. 346 funds tracked by Wall St. Rank hold ESML as of Q1 2023.

  • West Wealth Group reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • West Wealth Group sold 7,163 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q1 2023, an estimated $236K.
  • West Wealth Group first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q1 2022 and held it in 4 quarters.
  • West Wealth Group's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $289K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q1 2023.

Based on West Wealth Group's 13F filing for Q1 2023, filed 6 Apr 2023.