Plum Street Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Plum Street Advisors, LLC

$259 Billion
Q3 2025

A detailed history of Plum Street Advisors, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Plum Street Advisors, LLC holds 68,149 shares of ESML stock, worth $3.02 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

68,149

Previous 57,977 17.54%

Holding current value

$3.02 Million

Previous $2.4 Billion 28.21%

% of portfolio

1.19%

Previous 1.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$41.34 - $45.65 $420,510 - $464,351	10,172 Added 17.54%	68,149 $3.07 Billion
Q2 2025 Aug 11, 2025	BUY	$33.46 - $41.33 $58,220 - $71,914	1,740 Added 3.09%	57,977 $2.4 Billion
Q1 2025 May 29, 2025	BUY	$37.84 - $44.02 $25,731 - $29,933	680 Added 1.22%	56,237 $2.16 Billion
Q4 2024 May 29, 2025	BUY	$41.09 - $45.94 $537,292 - $600,711	13,076 Added 30.78%	55,557 $2.34 Billion
Q3 2024 May 29, 2025	BUY	$38.03 - $42.06 $26,354 - $29,147	693 Added 1.66%	42,481 $1.78 Billion

Q2 2024 May 29, 2025	SELL	$36.99 - $39.96 $25,634 - $27,692	-693 Reduced 1.63%	41,788 $1.61 Billion
Q1 2024 May 29, 2025	BUY	$36.33 - $40.27 $83,014 - $92,016	2,285 Added 5.68%	42,481 $1.78 Billion
Q4 2023 May 29, 2025	BUY	$30.96 - $38.59 $1.24 Million - $1.55 Million	40,196 New	40,196 $1.53 Billion

Others Institutions Holding ESML

# of Institutions

448

Shares Held

32.8M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

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Plum Street Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History