Morling Financial Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Morling Financial Advisors, LLC

$272 Million
Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 18,137 shares of ESGE stock, worth $670,343. This represents 0.23% of its overall portfolio holdings.

Number of Shares

18,137

Previous 16,428 10.4%

Holding current value

$670,343

Previous $548,000 15.51%

% of portfolio

0.23%

Previous 0.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$32.74 - $36.2 $55,952 - $61,865	1,709 Added 10.4%	18,137 $633,000
Q4 2024 Feb 07, 2025	BUY	$33.39 - $37.66 $30,351 - $34,232	909 Added 5.86%	16,428 $548,000
Q3 2024 Oct 18, 2024	BUY	$32.04 - $37.11 $4,934 - $5,714	154 Added 1.0%	15,519 $565,000
Q2 2024 Aug 07, 2024	SELL	$31.14 - $34.36 $614,579 - $678,128	-19,736 Reduced 56.23%	15,365 $515,000
Q1 2024 May 13, 2024	BUY	$29.99 - $32.59 $34,608 - $37,608	1,154 Added 3.4%	35,101 $1.13 Million
Q4 2023 Feb 02, 2024	SELL	$29.26 - $32.06 $5,530 - $6,059	-189 Reduced 0.55%	33,947 $1.09 Million
Q3 2023 Nov 08, 2023	BUY	$30.17 - $33.62 $50,052 - $55,775	1,659 Added 5.11%	34,136 $1.03 Million
Q2 2023 Jul 28, 2023	BUY	$30.3 - $32.81 $17,089 - $18,504	564 Added 1.77%	32,477 $1.03 Million
Q1 2023 May 02, 2023	BUY	$29.58 - $33.94 $9,317 - $10,691	315 Added 1.0%	31,913 $1 Million
Q4 2022 Feb 03, 2023	BUY	$26.89 - $31.56 $49,773 - $58,417	1,851 Added 6.22%	31,598 $950,000
Q3 2022 Nov 01, 2022	BUY	$27.67 - $32.89 $21,305 - $25,325	770 Added 2.66%	29,747 $823,000
Q2 2022 Aug 01, 2022	SELL	$31.92 - $38.05 $73,894 - $88,085	-2,315 Reduced 7.4%	28,977 $936,000
Q1 2022 May 06, 2022	BUY	$33.66 - $41.37 $743,111 - $913,325	22,077 Added 239.58%	31,292 $1.15 Million
Q4 2021 Feb 04, 2022	BUY	$38.5 - $43.37 $354,777 - $399,654	9,215 New	9,215 $366,000

Others Institutions Holding ESGE

# of Institutions

568

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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Morling Financial Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History