Catalyst Private Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Catalyst Private Wealth, LLC

$154 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$26.87 - $34.54 $38,612 - $49,633	-1,437 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$24.55 - $27.91 $35,278 - $40,106	1,437 New	1,437 $38,000

Others Institutions Holding ESML

# of Institutions

424

Shares Held

34.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.44M
Shares

$95.8 Million
0.29% of portfolio
Northern Trust Corp Chicago, IL

2.15M
Shares

$84.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.71M
Shares

$66.9 Million
0.01% of portfolio
Betterment LLC New York, NY

1.63M
Shares

$63.8 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

1.61M
Shares

$63.1 Million
0.01% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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