Sound Stewardship, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Sound Stewardship, LLC

$194 Billion
Q2 2025

A detailed history of Sound Stewardship, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Sound Stewardship, LLC holds 20,095 shares of ESML stock, worth $838,765. This represents 0.43% of its overall portfolio holdings.

Number of Shares

20,095

Holding current value

$838,765

% of portfolio

0.43%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 14, 2025	BUY	$33.46 - $41.33 $672,378 - $830,526	20,095 New	20,095 $831 Million

Others Institutions Holding ESML

# of Institutions

435

Shares Held

34.8M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

2.44M
Shares

$102 Million
0.29% of portfolio
Northern Trust Corp Chicago, IL

2.15M
Shares

$89.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$71.2 Million
0.01% of portfolio
Betterment LLC New York, NY

1.63M
Shares

$68 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

1.61M
Shares

$67.2 Million
0.01% of portfolio

View Full List

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Sound Stewardship, LLC Ishares Esg Aware Msci Usa Sma Transaction History