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

Wealth Architects, LLC

$906 Million
Q2 2025

A detailed history of Wealth Architects, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Wealth Architects, LLC holds 247,293 shares of ESML stock, worth $10.6 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

247,293

Previous 222,167 11.31%

Holding current value

$10.6 Million

Previous $8.53 Million 19.77%

% of portfolio

1.13%

Previous 1.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$33.46 - $41.33 $840,715 - $1.04 Million	25,126 Added 11.31%	247,293 $10.2 Million
Q1 2025 May 14, 2025	BUY	$37.84 - $44.02 $3.94 Million - $4.58 Million	104,103 Added 88.18%	222,167 $8.53 Million
Q1 2025 May 12, 2025	SELL	$37.84 - $44.02 $3.87 Million - $4.5 Million	-102,195 Reduced 46.4%	118,064 $4.53 Million
Q4 2024 Feb 10, 2025	SELL	$41.09 - $45.94 $77,577 - $86,734	-1,888 Reduced 0.85%	220,259 $9.26 Million
Q3 2024 Oct 31, 2024	BUY	$38.03 - $42.06 $747,821 - $827,067	19,664 Added 9.71%	222,147 $9.29 Million
Q2 2024 Aug 08, 2024	BUY	$36.99 - $39.96 $1.79 Million - $1.93 Million	48,289 Added 31.32%	202,483 $7.8 Million
Q1 2024 May 13, 2024	BUY	$36.33 - $40.27 $25,104 - $27,826	691 Added 0.45%	154,194 $6.21 Million
Q4 2023 Feb 14, 2024	BUY	$30.96 - $38.59 $35,511 - $44,262	1,147 Added 0.75%	153,503 $5.83 Million
Q3 2023 Nov 09, 2023	BUY	$33.21 - $37.37 $312,638 - $351,801	9,414 Added 6.59%	152,356 $5.13 Million
Q2 2023 Aug 02, 2023	BUY	$32.46 - $35.52 $427,757 - $468,082	13,178 Added 10.16%	142,942 $5.08 Million
Q1 2023 Apr 21, 2023	BUY	$32.27 - $37.51 $79,997 - $92,987	2,479 Added 1.95%	129,764 $4.41 Million
Q4 2022 Feb 09, 2023	BUY	$31.03 - $35.26 $698,764 - $794,019	22,519 Added 21.49%	127,285 $4.19 Million
Q3 2022 Oct 24, 2022	BUY	$30.47 - $36.87 $615,554 - $744,847	20,202 Added 23.89%	104,766 $3.21 Million
Q2 2022 Jul 29, 2022	BUY	$30.34 - $38.42 $1.73 Million - $2.19 Million	56,881 Added 205.47%	84,564 $2.66 Million
Q1 2022 May 17, 2022	BUY	$35.57 - $40.83 $103,828 - $119,182	2,919 Added 11.79%	27,683 $1.05 Million
Q4 2021 Jan 19, 2022	BUY	$38.24 - $42.82 $946,975 - $1.06 Million	24,764 New	24,764 $998,000

Others Institutions Holding ESML

# of Institutions

438

Shares Held

35M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

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