Montis Financial, LLC Ishares Trust Ishares Esg Awar Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Montis Financial, LLC holds 31,429 shares of ESGD stock, worth $2.98 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

31,429

Previous 26,612 18.1%

Holding current value

$2.98 Million

Previous $2.37 Million 23.08%

% of portfolio

0.68%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$87.05 - $93.19 $419,319 - $448,896	4,817 Added 18.1%	31,429 $2.92 Million
Q2 2025 Jul 17, 2025	BUY	$73.02 - $90.22 $243,813 - $301,244	3,339 Added 14.35%	26,612 $2.37 Million
Q1 2025 May 02, 2025	BUY	$75.32 - $84.77 $637,282 - $717,238	8,461 Added 57.12%	23,273 $1.9 Million
Q4 2024 Feb 10, 2025	BUY	$75.65 - $83.47 $369,474 - $407,667	4,884 Added 49.19%	14,812 $1.13 Million
Q3 2024 Oct 10, 2024	BUY	$75.63 - $84.89 $158,823 - $178,269	2,100 Added 26.83%	9,928 $835,000

Q2 2024 Aug 07, 2024	BUY	$76.22 - $82.36 $596,650 - $644,714	7,828 New	7,828 $616,000

Others Institutions Holding ESGD

# of Institutions

741

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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Montis Financial, LLC Ishares Trust Ishares Esg Awar Transaction History