Topel & Distasi Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Topel & Distasi Wealth Management, LLC

$203 Million
Q3 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 8,913 shares of ESGE stock, worth $397,430. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,913

Previous 8,889 0.27%

Holding current value

$397,430

Previous $348,000 11.21%

% of portfolio

0.19%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$39.06 - $43.42 $937 - $1,042	24 Added 0.27%	8,913 $387,000
Q2 2025 Aug 07, 2025	BUY	$30.87 - $39.17 $5,556 - $7,050	180 Added 2.07%	8,889 $348,000
Q1 2025 May 09, 2025	BUY	$32.74 - $36.2 $64,497 - $71,314	1,970 Added 29.23%	8,709 $304,000
Q4 2024 Jan 30, 2025	SELL	$33.39 - $37.66 $1,402 - $1,581	-42 Reduced 0.62%	6,739 $225,000
Q3 2024 Nov 12, 2024	BUY	$32.04 - $37.11 $2,691 - $3,117	84 Added 1.25%	6,781 $246,000

Q2 2024 Aug 09, 2024	SELL	$31.14 - $34.36 $747 - $824	-24 Reduced 0.36%	6,697 $224,000
Q1 2024 May 06, 2024	BUY	$29.99 - $32.59 $201,562 - $219,037	6,721 New	6,721 $216,000

Others Institutions Holding ESGE

# of Institutions

618

Shares Held

99.8M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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Topel & Distasi Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History