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

Wcg Wealth Advisors LLC

$1.35 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$27.67 - $32.89 $14,803 - $17,596	-535 Reduced 5.51%	9,173 $254,000
Q2 2022 Aug 23, 2022	BUY	$31.92 - $38.05 $309,879 - $369,389	9,708 New	9,708 $314,000

Others Institutions Holding ESGE

# of Institutions

537

Shares Held

96.4M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.9M
Shares

$589 Million
0.05% of portfolio
Tiaa Trust, National Association Charlotte, NC

5.75M
Shares

$213 Million
0.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

5.69M
Shares

$211 Million
0.71% of portfolio
Personal Capital Advisors Corp

5.64M
Shares

$209 Million
0.82% of portfolio
Morgan Stanley New York, NY

5.28M
Shares

$196 Million
0.01% of portfolio

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

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