Apcm Wealth Management For Individuals Ishares Esg Aware Msci Usa Sma Transaction History

Apcm Wealth Management For Individuals

$694 Million
Q2 2025

A detailed history of Apcm Wealth Management For Individuals transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 131,818 shares of ESML stock, worth $6.03 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

131,818

Previous 116,334 13.31%

Holding current value

$6.03 Million

Previous $4.47 Million 21.93%

% of portfolio

0.78%

Previous 0.7%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$33.46 - $41.33 $518,094 - $639,953	15,484 Added 13.31%	131,818 $5.45 Million
Q1 2025 May 01, 2025	SELL	$37.84 - $44.02 $240,359 - $279,615	-6,352 Reduced 5.18%	116,334 $4.47 Million
Q4 2024 Jan 29, 2025	BUY	$41.09 - $45.94 $181,823 - $203,284	4,425 Added 3.74%	122,686 $5.16 Million
Q3 2024 Nov 04, 2024	BUY	$38.03 - $42.06 $204,221 - $225,862	5,370 Added 4.76%	118,261 $4.95 Million
Q2 2024 Jul 22, 2024	SELL	$36.99 - $39.96 $285,969 - $308,930	-7,731 Reduced 6.41%	112,891 $4.35 Million
Q1 2024 Apr 18, 2024	BUY	$36.33 - $40.27 $718,462 - $796,379	19,776 Added 19.61%	120,622 $4.86 Million
Q4 2023 Jan 16, 2024	SELL	$30.96 - $38.59 $247,339 - $308,295	-7,989 Reduced 7.34%	100,846 $3.83 Million
Q3 2023 Oct 31, 2023	BUY	$33.21 - $37.37 $174,418 - $196,267	5,252 Added 5.07%	108,835 $3.66 Million
Q2 2023 Jul 28, 2023	BUY	$32.46 - $35.52 $43,399 - $47,490	1,337 Added 1.31%	103,583 $3.68 Million
Q1 2023 May 09, 2023	SELL	$32.27 - $37.51 $150,765 - $175,246	-4,672 Reduced 4.37%	102,246 $3.48 Million
Q4 2022 Feb 01, 2023	BUY	$31.03 - $35.26 $162,379 - $184,515	5,233 Added 5.15%	106,918 $3.52 Million
Q3 2022 Oct 21, 2022	BUY	$30.47 - $36.87 $3.1 Million - $3.75 Million	101,685 New	101,685 $3.12 Million

Others Institutions Holding ESML

# of Institutions

439

Shares Held

34.1M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

More about ESML

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apcm Wealth Management For Individuals, based on Form 13F filings with the SEC.

News

Stay updated on Apcm Wealth Management For Individuals with notifications on news.

Account

Apcm Wealth Management For Individuals Ishares Esg Aware Msci Usa Sma Transaction History