New Edge Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History

New Edge Wealth, LLC

$5.35 Billion
Q1 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, New Edge Wealth, LLC holds 13,520 shares of ESML stock, worth $543,233. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,520

Previous 13,175 2.62%

Holding current value

$543,233

Previous $554,000 6.32%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$37.84 - $44.02 $13,054 - $15,186	345 Added 2.62%	13,520 $519,000
Q4 2024 Feb 04, 2025	BUY	$41.09 - $45.94 $76,180 - $85,172	1,854 Added 16.38%	13,175 $554,000
Q3 2024 Nov 12, 2024	SELL	$38.03 - $42.06 $4,715 - $5,215	-124 Reduced 1.08%	11,321 $473,000
Q2 2024 Aug 01, 2024	BUY	$36.99 - $39.96 $4,697 - $5,074	127 Added 1.12%	11,445 $440,000
Q1 2024 May 06, 2024	SELL	$36.33 - $40.27 $369,330 - $409,384	-10,166 Reduced 47.32%	11,318 $455,000
Q4 2023 Jan 29, 2024	SELL	$30.96 - $38.59 $4,396 - $5,479	-142 Reduced 0.66%	21,484 $816,000
Q3 2023 Nov 08, 2023	BUY	$33.21 - $37.37 $718,199 - $808,163	21,626 New	21,626 $727,000

Others Institutions Holding ESML

# of Institutions

427

Shares Held

34.7M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
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New Edge Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History