Jfs Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Jfs Wealth Advisors, LLC

$1.74 Billion
Q4 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,487 shares of ESGU stock, worth $218,425. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,487

Previous 1,495 0.54%

Holding current value

$218,425

Previous $217,000 0.46%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$142.82 - $150.36 $1,142 - $1,202	-8 Reduced 0.54%	1,487 $218,000
Q3 2025 Nov 10, 2025	BUY	$134.94 - $145.86 $54,245 - $58,635	402 Added 36.78%	1,495 $217,000
Q2 2025 Jul 24, 2025	SELL	$108.06 - $135.3 $2,269 - $2,841	-21 Reduced 1.89%	1,093 $147,000
Q1 2025 Apr 22, 2025	BUY	$120.24 - $134.3 $40,761 - $45,527	339 Added 43.74%	1,114 $135,000
Q4 2024 Jan 30, 2025	BUY	$124.61 - $133.96 $7,476 - $8,037	60 Added 8.39%	775 $99,000

Q3 2024 Oct 25, 2024	SELL	$113.45 - $126.18 $4,311 - $4,794	-38 Reduced 5.05%	715 $90,000
Q2 2024 Jul 15, 2024	BUY	$108.69 - $119.84 $4,673 - $5,153	43 Added 6.06%	753 $89,000
Q1 2024 Apr 30, 2024	SELL	$102.91 - $114.96 $4,836 - $5,403	-47 Reduced 6.21%	710 $81,000
Q4 2023 Feb 07, 2024	BUY	$89.99 - $105.25 $68,122 - $79,674	757 New	757 $79,000
Q1 2022 May 02, 2022	SELL	$93.13 - $108.44 $4,749 - $5,530	-51 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$98.21 - $108.46 $5,008 - $5,531	51 New	51 $6,000

Others Institutions Holding ESGU

# of Institutions

907

Shares Held

95.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History