Ma Private Wealth Ishares Trust Ishares Esg Awar Transaction History

Ma Private Wealth

$574 Million
Q3 2025

A detailed history of Ma Private Wealth transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Ma Private Wealth holds 2,419 shares of ESGD stock, worth $229,176. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,419

Holding current value

$229,176

% of portfolio

0.04%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$87.05 - $93.19 $210,573 - $225,426	2,419 New	2,419 $224,000
Q1 2023 May 04, 2023	BUY	$66.27 - $72.39 $98,477 - $107,571	1,486 Added 28.53%	6,694 $480,000
Q4 2022 Feb 07, 2023	BUY	$55.83 - $67.96 $79,446 - $96,707	1,423 Added 37.6%	5,208 $342,000
Q3 2022 Oct 25, 2022	BUY	$55.75 - $67.2 $211,013 - $254,352	3,785 New	3,785 $220,000

Others Institutions Holding ESGD

# of Institutions

741

Shares Held

96.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

10.7M
Shares

$1.01 Billion
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

7.85M
Shares

$744 Million
0.05% of portfolio
Personal Capital Advisors Corp

6.28M
Shares

$595 Million
2.0% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.61M
Shares

$532 Million
1.45% of portfolio
Tiaa, Fsb St. Louis, MO

4.79M
Shares

$454 Million
1.26% of portfolio

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ma Private Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Ma Private Wealth with notifications on news.

Account