Sax Wealth Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,704 shares of ESGE stock, worth $430,086. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,704

Previous 11,229 4.68%

Holding current value

$430,086

Previous $392,000 6.89%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$30.87 - $39.17 $16,206 - $20,564	-525 Reduced 4.68%	10,704 $419,000
Q1 2025 May 14, 2025	SELL	$32.74 - $36.2 $43,151 - $47,711	-1,318 Reduced 10.5%	11,229 $392,000
Q4 2024 Jan 15, 2025	SELL	$33.39 - $37.66 $195,765 - $220,800	-5,863 Reduced 31.85%	12,547 $418,000
Q3 2024 Oct 17, 2024	SELL	$32.04 - $37.11 $256 - $296	-8 Reduced 0.04%	18,410 $670,000
Q2 2024 Jul 12, 2024	BUY	$31.14 - $34.36 $573,536 - $632,842	18,418 New	18,418 $617,000

Others Institutions Holding ESGE

# of Institutions

595

Shares Held

100M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares, Inc. Ishares Esg Awar Transaction History