Francis Financial, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Francis Financial, Inc.

$304 Million
Q2 2024

A detailed history of Francis Financial, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Francis Financial, Inc. holds 55,312 shares of ESML stock, worth $2.21 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

55,312

Previous 50,649 9.21%

Holding current value

$2.21 Million

Previous $2.04 Million 4.41%

% of portfolio

0.7%

Previous 0.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$36.99 - $39.96 $172,484 - $186,333	4,663 Added 9.21%	55,312 $2.13 Million
Q1 2024 Apr 17, 2024	BUY	$36.33 - $40.27 $85,993 - $95,319	2,367 Added 4.9%	50,649 $2.04 Million
Q4 2023 Jan 18, 2024	BUY	$30.96 - $38.59 $8,947 - $11,152	289 Added 0.6%	48,282 $1.84 Million
Q3 2023 Oct 24, 2023	BUY	$33.21 - $37.37 $75,121 - $84,530	2,262 Added 4.95%	47,993 $1.61 Million
Q2 2023 Jul 26, 2023	BUY	$32.46 - $35.52 $236,698 - $259,011	7,292 Added 18.97%	45,731 $1.62 Million
Q1 2023 May 03, 2023	BUY	$32.27 - $37.51 $1.24 Million - $1.44 Million	38,439 New	38,439 $1.31 Million

Others Institutions Holding ESML

# of Institutions

397

Shares Held

33.5M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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Francis Financial, Inc. Ishares Esg Aware Msci Usa Sma Transaction History