Legacy Trust Ishares Esg Aware Msci Usa Sma Transaction History

Legacy Trust

$507 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$38.03 - $42.06 $200,265 - $221,487	5,266 New	5,266 $220 Million

Others Institutions Holding ESML

# of Institutions

442

Shares Held

33.3M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

2.2M
Shares

$98.9 Million
0.24% of portfolio
Northern Trust Corp Chicago, IL

2.04M
Shares

$91.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.78M
Shares

$80.2 Million
0.01% of portfolio
Betterment LLC New York, NY

1.75M
Shares

$78.6 Million
0.15% of portfolio
Creative Planning Overland Park, KS

1.5M
Shares

$67.4 Million
0.05% of portfolio

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
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