Balanced Rock Investment Advisors LLC ESGD Holdings History
Balanced Rock Investment Advisors LLC's iShares MSCI EAFE ESG Select ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 40,307.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $3.29 Mil. This investment constitutes 2.62% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0.04% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 3 purchases of ESGD, at an average price of $71.32, for a total of 57,682.00 shares. In addition, there have been 2 sales at an average price of $78.73 for 17,375.00 shares. Based on historical transaction data and ESGD's current price of $87.81, Balanced Rock Investment Advisors LLC's estimated gain on his ESGD holdings is $793,610.06, reflecting a 19.29% gain to date.
Balanced Rock Investment Advisors LLC ESGD ($87.81) Holding Chart
Balanced Rock Investment Advisors LLC ESGD ($87.81) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
