Cornerstone Wealth Advisors, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Cornerstone Wealth Advisors, Inc.

$426 Million
Q4 2025

A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 5,445 shares of ESML stock, worth $241,213. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,445

Previous 4,795 13.56%

Holding current value

$241,213

Previous $216,000 11.57%

% of portfolio

0.06%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$43.95 - $46.24 $28,567 - $30,056	650 Added 13.56%	5,445 $241,000
Q3 2025 Oct 15, 2025	SELL	$41.34 - $45.65 $16,329 - $18,031	-395 Reduced 7.61%	4,795 $216,000
Q2 2025 Jul 17, 2025	BUY	$33.46 - $41.33 $173,657 - $214,502	5,190 New	5,190 $214,000
Q4 2024 Jan 21, 2025	SELL	$41.09 - $45.94 $20,545 - $22,970	-500 Reduced 9.01%	5,050 $212,000
Q2 2024 Jul 12, 2024	BUY	$36.99 - $39.96 $205,294 - $221,778	5,550 New	5,550 $213,000

Others Institutions Holding ESML

# of Institutions

450

Shares Held

32.9M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Cornerstone Wealth Advisors, Inc. Ishares Esg Aware Msci Usa Sma Transaction History