Grey Fox Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Grey Fox Wealth Advisors, LLC

$284 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$32.27 - $37.51 $1,452 - $1,687	45 Added 17.05%	309 $10.5 Million
Q4 2022 Feb 14, 2023	BUY	$31.03 - $35.26 $8,191 - $9,308	264 New	264 $8.68 Million

Others Institutions Holding ESML

# of Institutions

399

Shares Held

33.5M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.14M
Shares

$88.9 Million
0.25% of portfolio
Flputnam Investment Management CO Portland, ME

2.03M
Shares

$84.1 Million
1.47% of portfolio
Northern Trust Corp Chicago, IL

2.01M
Shares

$83.3 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

1.81M
Shares

$75.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.73M
Shares

$71.7 Million
0.01% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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