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

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 9,589 shares of ESGD stock, worth $908,461. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,589

Previous 12,478 23.15%

Holding current value

$908,461

Previous $1.16 Million 21.72%

% of portfolio

0.04%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$91.84 - $96.06 $265,325 - $277,517	-2,889 Reduced 23.15%	9,589 $908,000
Q3 2025 Oct 20, 2025	BUY	$87.05 - $93.19 $33,688 - $36,064	387 Added 3.2%	12,478 $1.16 Million
Q2 2025 Jul 23, 2025	SELL	$73.02 - $90.22 $76,671 - $94,731	-1,050 Reduced 7.99%	12,091 $1.08 Million
Q1 2025 May 14, 2025	SELL	$75.32 - $84.77 $119,758 - $134,784	-1,590 Reduced 10.79%	13,141 $1.07 Million
Q4 2024 Jan 15, 2025	SELL	$75.65 - $83.47 $323,176 - $356,583	-4,272 Reduced 22.48%	14,731 $1.12 Million

Q3 2024 Oct 17, 2024	BUY	$75.63 - $84.89 $13,689 - $15,365	181 Added 0.96%	19,003 $1.6 Million
Q2 2024 Jul 12, 2024	BUY	$76.22 - $82.36 $1.43 Million - $1.55 Million	18,822 New	18,822 $1.48 Million

Others Institutions Holding ESGD

# of Institutions

752

Shares Held

96.3M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
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Sax Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History