Goal Vest Advisory LLC Ishares Esg Aware Msci Usa Sma Transaction History

Goal Vest Advisory LLC

  • $488 Million
  • Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Goal Vest Advisory LLC holds 659 shares of ESML stock, worth $29,193. This represents 0.01% of its overall portfolio holdings.

Number of Shares
659
Previous 2,984 77.92%
Holding current value
$29,193
Previous $134,000 78.36%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
SELL
$43.95 - $46.24 $102,183 - $107,508
-2,325 Reduced 77.92%
659 $29,000
Q4 2024

Jan 17, 2025
BUY
$41.09 - $45.94 $17,463 - $19,524
425 Added 16.61%
2,984 $125,000
Q3 2023

Oct 10, 2023
BUY
$33.21 - $37.37 $56,789 - $63,902
1,710 Added 201.41%
2,559 $86,000
Q2 2023

Jul 17, 2023
BUY
$32.46 - $35.52 $27,558 - $30,156
849 New
849 $30,000

Others Institutions Holding ESML

# of Institutions
450
Shares Held
32.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

ESML Quotes by TradingView
  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
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