Towerpoint Wealth, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Towerpoint Wealth, LLC

$239 Million
Q3 2025

A detailed history of Towerpoint Wealth, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 26,734 shares of ESML stock, worth $1.18 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

26,734

Previous 25,751 3.82%

Holding current value

$1.18 Million

Previous $1.06 Million 13.25%

% of portfolio

0.5%

Previous 0.48%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$41.34 - $45.65 $40,637 - $44,873	983 Added 3.82%	26,734 $1.21 Million
Q2 2025 Jul 09, 2025	BUY	$33.46 - $41.33 $57,383 - $70,880	1,715 Added 7.14%	25,751 $1.06 Million
Q1 2025 Apr 09, 2025	BUY	$37.84 - $44.02 $139,591 - $162,389	3,689 Added 18.13%	24,036 $925,000
Q4 2024 Jan 14, 2025	SELL	$41.09 - $45.94 $70,222 - $78,511	-1,709 Reduced 7.75%	20,347 $855,000
Q3 2024 Oct 09, 2024	BUY	$38.03 - $42.06 $6,997 - $7,739	184 Added 0.84%	22,056 $922,000

Q2 2024 Jul 12, 2024	BUY	$36.99 - $39.96 $151,954 - $164,155	4,108 Added 23.13%	21,872 $842,000
Q1 2024 Apr 15, 2024	BUY	$36.33 - $40.27 $38,691 - $42,887	1,065 Added 6.38%	17,764 $715,000
Q4 2023 Jan 23, 2024	SELL	$30.96 - $38.59 $21,548 - $26,858	-696 Reduced 4.0%	16,699 $634,000
Q3 2023 Oct 10, 2023	BUY	$33.21 - $37.37 $157,415 - $177,133	4,740 Added 37.46%	17,395 $585,000
Q2 2023 Jul 20, 2023	BUY	$32.46 - $35.52 $152,075 - $166,411	4,685 Added 58.78%	12,655 $449,000
Q1 2023 May 15, 2023	BUY	$32.27 - $37.51 $257,191 - $298,954	7,970 New	7,970 $270,000

Others Institutions Holding ESML

# of Institutions

449

Shares Held

32.8M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

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