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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,401 shares of ESGD stock, worth $795,910. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,401

Previous 8,870 5.29%

Holding current value

$795,910

Previous $791 Million 1.3%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$87.05 - $93.19 $40,826 - $43,706	-469 Reduced 5.29%	8,401 $781 Million
Q2 2025 Jul 23, 2025	BUY	$73.02 - $90.22 $4,527 - $5,593	62 Added 0.7%	8,870 $791 Million
Q1 2025 Jul 25, 2025	SELL	$75.32 - $84.77 $4,669 - $5,255	-62 Reduced 0.7%	8,808 $720 Million
Q1 2025 Apr 21, 2025	SELL	$75.32 - $84.77 $8,059 - $9,070	-107 Reduced 1.2%	8,808 $720 Million
Q4 2024 Jan 22, 2025	BUY	$75.65 - $83.47 $30,335 - $33,471	401 Added 4.71%	8,915 $679 Million

Q3 2024 Oct 21, 2024	BUY	$75.63 - $84.89 $24,806 - $27,843	328 Added 4.01%	8,514 $717 Million
Q2 2024 Jul 09, 2024	BUY	$76.22 - $82.36 $47,408 - $51,227	622 Added 8.22%	8,186 $645 Million
Q1 2024 Apr 15, 2024	BUY	$73.39 - $80.18 $555,121 - $606,481	7,564 New	7,564 $605 Million

Others Institutions Holding ESGD

# of Institutions

742

Shares Held

96.2M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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Kingswood Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History