Boston Standard Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Boston Standard Wealth Management, LLC

$555 Million
Q2 2025

A detailed history of Boston Standard Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 16,390 shares of ESML stock, worth $686,741. This represents 0.12% of its overall portfolio holdings.

Number of Shares

16,390

Previous 13,151 24.63%

Holding current value

$686,741

Previous $506,000 33.79%

% of portfolio

0.12%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 02, 2025	BUY	$33.46 - $41.33 $548,409 - $677,398	16,390 New	16,390 $677,000
Q1 2025 Apr 08, 2025	SELL	$37.84 - $44.02 $18,920 - $22,010	-500 Reduced 3.66%	13,151 $506,000
Q4 2024 Jan 27, 2025	BUY	$41.09 - $45.94 $821 - $918	20 Added 0.15%	13,651 $574 Million
Q3 2024 Oct 07, 2024	BUY	$38.03 - $42.06 $18,254 - $20,188	480 Added 3.65%	13,631 $570 Million
Q2 2024 Jul 10, 2024	BUY	$36.99 - $39.96 $4,068 - $4,395	110 Added 0.84%	13,151 $506 Million
Q1 2024 Apr 11, 2024	BUY	$36.33 - $40.27 $14,023 - $15,544	386 Added 3.05%	13,041 $525 Million
Q3 2023 Oct 10, 2023	SELL	$33.21 - $37.37 $20,224 - $22,758	-609 Reduced 4.59%	12,655 $426 Million
Q2 2023 Jul 06, 2023	BUY	$32.46 - $35.52 $16,294 - $17,831	502 Added 3.93%	13,264 $471 Million
Q1 2023 Apr 04, 2023	SELL	$32.27 - $37.51 $83,288 - $96,813	-2,581 Reduced 16.82%	12,762 $434 Million
Q4 2022 Jan 10, 2023	SELL	$31.03 - $35.26 $992 - $1,128	-32 Reduced 0.21%	15,343 $505 Million
Q3 2022 Oct 13, 2022	BUY	$30.47 - $36.87 $1,493 - $1,806	49 Added 0.32%	15,375 $472 Million
Q2 2022 Jul 12, 2022	SELL	$30.34 - $38.42 $446,483 - $565,388	-14,716 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$35.57 - $40.83 $7,932 - $9,105	223 Added 1.54%	14,716 $560 Million
Q4 2021 Jan 18, 2022	BUY	$38.24 - $42.82 $2,141 - $2,397	56 Added 0.39%	14,493 $584 Million
Q3 2021 Oct 07, 2021	BUY	$37.66 - $40.76 $25,834 - $27,961	686 Added 4.99%	14,437 $563 Million
Q2 2021 Jul 13, 2021	BUY	$38.02 - $40.93 $104,098 - $112,066	2,738 Added 24.86%	13,751 $555 Million
Q1 2021 Apr 19, 2021	BUY	$33.7 - $40.38 $34,542 - $41,389	1,025 Added 10.26%	11,013 $424,000
Q4 2020 Jan 12, 2021	BUY	$26.87 - $34.54 $1,155 - $1,485	43 Added 0.43%	9,988 $341 Million
Q3 2020 Oct 20, 2020	BUY	$24.55 - $27.91 $17,062 - $19,397	695 Added 7.51%	9,945 $263,000
Q2 2020 Jul 06, 2020	BUY	$18.34 - $27.14 $169,645 - $251,045	9,250 New	9,250 $232 Million

Others Institutions Holding ESML

# of Institutions

434

Shares Held

35.2M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

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Boston Standard Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History