Stordahl Capital Management, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Stordahl Capital Management, Inc.

$423 Million
Q3 2024

A detailed history of Stordahl Capital Management, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Stordahl Capital Management, Inc. holds 10,686 shares of ESML stock, worth $483,434. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,686

Previous 10,686 -0.0%

Holding current value

$483,434

Previous $411,000 8.52%

% of portfolio

0.11%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$36.99 - $39.96 $146,184 - $157,921	3,952 Added 58.69%	10,686 $411,000
Q1 2024 Apr 18, 2024	BUY	$36.33 - $40.27 $1,380 - $1,530	38 Added 0.57%	6,734 $271,000
Q2 2023 Jul 21, 2023	BUY	$32.46 - $35.52 $2,921 - $3,196	90 Added 1.36%	6,696 $237,000
Q1 2022 May 06, 2022	BUY	$35.57 - $40.83 $355 - $408	10 Added 0.15%	6,606 $251,000
Q4 2020 Jan 20, 2021	BUY	$26.87 - $34.54 $177,234 - $227,825	6,596 New	6,596 $225,000

Others Institutions Holding ESML

# of Institutions

412

Shares Held

34.6M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Stordahl Capital Management, Inc. Ishares Esg Aware Msci Usa Sma Transaction History