Monterey Private Wealth, Inc. Ishares Esg Aware Msci Usa Sma Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding ESML
# of Institutions
440Shares Held
34.1MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.2MShares$99.6 Million0.24% of portfolio
-
Northern Trust Corp Chicago, IL2.04MShares$92.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.78MShares$80.8 Million0.01% of portfolio
-
Betterment LLC New York, NY1.75MShares$79.1 Million0.15% of portfolio
-
Creative Planning Overland Park, KS1.5MShares$67.9 Million0.05% of portfolio