Acorns Advisers, LLC ESGU Holdings History

Number of Shares
2.40 Mil
Current Holdings Value*
$292.66 Mil
% of Portfolio
2.81%
Total Estimate Gain
$97.56 Mil
% of Total Estimate Gain
41.52%

Acorns Advisers, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary

As of 2025-03-31, Acorns Advisers, LLC held 2.40 Mil shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $292.66 Mil. This investment constitutes 2.81% of their stock portfolio, and Acorns Advisers, LLC now holds 2.31% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.

The initial trade took place in 2021Q2. And since then Acorns Advisers, LLC has made 16 purchases of ESGU, at an average price of $97.87, for a total of 2.40 Mil shares. Based on historical transaction data and ESGU's current price of $138.51, Acorns Advisers, LLC's estimated gain on his ESGU holdings is $97.56 Mil, reflecting a 41.52% gain to date.

Acorns Advisers, LLC ESGU ($138.51) Holding Chart

Acorns Advisers, LLC ESGU ($138.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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