A detailed history of West Coast Financial LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, West Coast Financial LLC holds 8,281 shares of ESML stock, worth $342,419. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,281
Previous 8,281 -0.0%
Holding current value
$342,419
Previous $333,000 4.5%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$36.33 - $40.27 $4,868 - $5,396
134 Added 1.64%
8,281 $333,000
Q4 2023

Jan 11, 2024

SELL
$30.96 - $38.59 $11,548 - $14,394
-373 Reduced 4.38%
8,147 $309,000
Q1 2023

May 08, 2023

BUY
$32.27 - $37.51 $274,940 - $319,585
8,520 New
8,520 $289,000

Others Institutions Holding ESML

About ISHARES ESG AWARE MSCI USA SMA


  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track West Coast Financial LLC Portfolio

Follow West Coast Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Coast Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Coast Financial LLC with notifications on news.