CLIENT 1ST ADVISORY GROUP, LLC ESGU Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 97,113.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $11.84 Mil. This investment constitutes 4.61% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.09% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2020Q2. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 8 purchases of ESGU, at an average price of $69.35, for a total of 289,725.00 shares. In addition, there have been 12 sales at an average price of $99.00 for 192,612.00 shares. Based on historical transaction data and ESGU's current price of $136.58, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his ESGU holdings is $12.24 Mil, reflecting a 60.92% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC ESGU ($136.58) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC ESGU ($136.58) 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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