Modern Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,599 shares of ESML stock, worth $251,731. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,599
Previous 5,915 5.34%
Holding current value
$251,731
Previous $227,000 1.76%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$33.46 - $41.33 $10,573 - $13,060
-316 Reduced 5.34%
5,599 $231,000
Q1 2025

May 15, 2025
BUY
$37.84 - $44.02 $223,823 - $260,378
5,915 New
5,915 $227 Million

Others Institutions Holding ESML

# of Institutions
442
Shares Held
33.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

ESML Quotes by TradingView
  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email