Xena Financial Planning, LLC Ishares Esg Aware Msci Usa Sma Transaction History
Xena Financial Planning, LLC
- $85.2 Billion
- Q4 2025
A detailed history of Xena Financial Planning, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Xena Financial Planning, LLC holds 8,408 shares of ESML stock, worth $372,474. This represents 0.45% of its overall portfolio holdings.
Number of Shares
8,408Holding current value
$372,474% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding ESML
# of Institutions
450Shares Held
32.9MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC2.23MShares$98.6 Million0.25% of portfolio
-
Northern Trust Corp Chicago, IL2.02MShares$89.4 Million0.01% of portfolio
-
Betterment LLC New York, NY1.78MShares$78.9 Million0.16% of portfolio
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Bank Of America Corp Charlotte, NC1.75MShares$77.7 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.47MShares$65.3 Million0.05% of portfolio