Moss Adams Wealth Advisors LLC Ishares Esg Aware Msci Usa Sma Transaction History

Moss Adams Wealth Advisors LLC

  • $1.1 Trillion
  • Q2 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 89,165 shares of ESML stock, worth $4.08 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
89,165
Previous 87,340 2.09%
Holding current value
$4.08 Million
Previous $3.35 Billion 9.85%
% of portfolio
0.33%
Previous 0.35%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$33.46 - $41.33 $61,064 - $75,427
1,825 Added 2.09%
89,165 $3.69 Billion
Q1 2025

Apr 14, 2025
BUY
$37.84 - $44.02 $115,714 - $134,613
3,058 Added 3.63%
87,340 $3.35 Billion
Q4 2024

Jan 15, 2025
SELL
$41.09 - $45.94 $29,625 - $33,122
-721 Reduced 0.85%
84,282 $3.54 Billion
Q3 2024

Oct 17, 2024
BUY
$38.03 - $42.06 $159,611 - $176,525
4,197 Added 5.19%
85,003 $3.55 Billion
Q2 2024

Jul 23, 2024
BUY
$36.99 - $39.96 $21,417 - $23,136
579 Added 0.72%
80,806 $3.11 Billion
Q1 2024

May 07, 2024
SELL
$36.33 - $40.27 $116,582 - $129,226
-3,209 Reduced 3.85%
80,227 $3.23 Billion
Q4 2023

Feb 06, 2024
BUY
$30.96 - $38.59 $67,864 - $84,589
2,192 Added 2.7%
83,436 $3.17 Billion
Q3 2023

Dec 20, 2023
BUY
$33.21 - $37.37 $324,428 - $365,067
9,769 Added 13.67%
81,244 $2.74 Billion
Q2 2023

Dec 20, 2023
BUY
$32.46 - $35.52 $170,220 - $186,266
5,244 Added 7.92%
71,475 $2.54 Billion
Q1 2023

Dec 20, 2023
BUY
$32.27 - $37.51 $539,038 - $626,567
16,704 Added 33.73%
66,231 $2.25 Billion
Q4 2022

Dec 20, 2023
BUY
$31.03 - $35.26 $1.54 Million - $1.75 Million
49,527 New
49,527 $1.63 Billion

Others Institutions Holding ESML

# of Institutions
439
Shares Held
34.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

ESML Quotes by TradingView
  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email