WIA
ESML icon

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

World Investment 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
2023
Q4 		– Sell
-6,655
Closed -$225K – 384
2023
Q3 		$225K Sell
6,655
-3,966
-37% -$141K 0.04% 238
2023
Q2 		$377K Sell
10,621
-432
-4% -$14.6K 0.07% 163
2023
Q1 		$376K Buy
11,053
+2,260
+26% +$78.9K 0.08% 157
2022
Q4 		$289K Buy
8,793
+556
+7% +$18.5K 0.07% 178
2022
Q3 		$253K Buy
8,237
+1,579
+24% +$53.3K 0.06% 199
2022
Q2 		$233K Buy
+6,658
New +$229K 0.05% 232

Other funds holding ESML

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

World Investment Advisors's ESML Position: Q4 2023 in Review

World Investment Advisors sold out of iShares ESG Aware MSCI USA Small-Cap ETF (ESML) in Q4 2023, closing a stake of 6,655 shares — an estimated $225K sold.

World Investment Advisors first reported a position in ESML in Q2 2022 and held it in 6 quarters. The position peaked at $377K in Q2 2023. 361 funds tracked by Wall St. Rank hold ESML as of Q4 2023.

  • World Investment Advisors reported no remaining iShares ESG Aware MSCI USA Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • World Investment Advisors sold 6,655 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2023, an estimated $225K.
  • World Investment Advisors first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q2 2022 and held it in 6 quarters.
  • World Investment Advisors's iShares ESG Aware MSCI USA Small-Cap ETF position peaked at $377K in Q2 2023.
  • 361 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2023.

Based on World Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.