Wipfli Financial Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Wipfli Financial Advisors’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 Q3	$90K	Buy	+2,937	New	+$99.1K	0.01%	778

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

FLPIM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wipfli Financial Advisors's ESML Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q3 2022: 2,937 shares worth $90K. The stake represents 0.01% of the portfolio and ranks #778 among its holdings.

329 funds tracked by Wall St. Rank hold ESML as of Q3 2022.

Wipfli Financial Advisors held 2,937 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $90K as of Q3 2022.
iShares ESG Aware MSCI USA Small-Cap ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares ESG Aware MSCI USA Small-Cap ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #778 holding.
329 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.