Tci Wealth Advisors, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Tci Wealth Advisors, Inc.

$1.52 Billion
Q3 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 6,030 shares of ESML stock, worth $271,108. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,030

Previous 6,015 0.25%

Holding current value

$271,108

Previous $248,000 9.27%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$41.34 - $45.65 $620 - $684	15 Added 0.25%	6,030 $271,000
Q2 2025 Jul 16, 2025	BUY	$33.46 - $41.33 $2,442 - $3,017	73 Added 1.23%	6,015 $248,000
Q1 2025 Apr 21, 2025	SELL	$37.84 - $44.02 $8,249 - $9,596	-218 Reduced 3.54%	5,942 $228,000
Q4 2024 Jan 23, 2025	SELL	$41.09 - $45.94 $1,191 - $1,332	-29 Reduced 0.47%	6,160 $259,000
Q1 2024 May 07, 2024	BUY	$36.33 - $40.27 $21,107 - $23,396	581 Added 10.36%	6,189 $249,000
Q4 2023 Feb 06, 2024	BUY	$30.96 - $38.59 $173,623 - $216,412	5,608 New	5,608 $213,000
Q4 2022 Feb 06, 2023	BUY	$31.03 - $35.26 $109,628 - $124,573	3,533 New	3,533 $116,000
Q2 2022 Jul 19, 2022	BUY	$30.34 - $38.42 $12,803 - $16,213	422 New	422 $13,000

Others Institutions Holding ESML

# of Institutions

441

Shares Held

33.5M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

More about ESML

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Ishares Esg Aware Msci Usa Sma Transaction History