Morling Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Morling Financial Advisors, LLC

$272 Million
Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 4,871 shares of ESGD stock, worth $429,232. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,871

Previous 4,385 11.08%

Holding current value

$429,232

Previous $333,000 19.22%

% of portfolio

0.15%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$75.32 - $84.77 $36,605 - $41,198	486 Added 11.08%	4,871 $397,000
Q4 2024 Feb 07, 2025	BUY	$75.65 - $83.47 $23,829 - $26,293	315 Added 7.74%	4,385 $333,000
Q3 2024 Oct 18, 2024	BUY	$75.63 - $84.89 $4,386 - $4,923	58 Added 1.45%	4,070 $342,000
Q2 2024 Aug 07, 2024	BUY	$76.22 - $82.36 $5,030 - $5,435	66 Added 1.67%	4,012 $316,000
Q1 2024 May 13, 2024	BUY	$73.39 - $80.18 $7,779 - $8,499	106 Added 2.76%	3,946 $315,000
Q4 2023 Feb 02, 2024	SELL	$65.9 - $75.7 $2,108 - $2,422	-32 Reduced 0.83%	3,840 $290,000
Q3 2023 Nov 08, 2023	BUY	$68.87 - $74.82 $25,275 - $27,458	367 Added 10.47%	3,872 $267,000
Q2 2023 Jul 28, 2023	BUY	$70.97 - $74.19 $41,233 - $43,104	581 Added 19.87%	3,505 $255,000
Q1 2023 May 02, 2023	SELL	$66.27 - $72.39 $3,909 - $4,271	-59 Reduced 1.98%	2,924 $210,000
Q4 2022 Feb 03, 2023	SELL	$55.83 - $67.96 $10,384 - $12,640	-186 Reduced 5.87%	2,983 $196,000
Q3 2022 Nov 01, 2022	BUY	$55.75 - $67.2 $13,435 - $16,195	241 Added 8.23%	3,169 $178,000
Q2 2022 Aug 01, 2022	SELL	$61.64 - $74.67 $98,808 - $119,696	-1,603 Reduced 35.38%	2,928 $184,000
Q1 2022 May 06, 2022	BUY	$67.21 - $80.45 $58,271 - $69,750	867 Added 23.66%	4,531 $334,000
Q4 2021 Feb 04, 2022	BUY	$76.64 - $82.32 $280,808 - $301,620	3,664 New	3,664 $291,000

Others Institutions Holding ESGD

# of Institutions

674

Shares Held

96.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Morling Financial Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History