Clarity Asset Management, Inc. ESGU Holdings History
Clarity Asset Management, Inc.'s iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, Clarity Asset Management, Inc. held 91,632.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $11.17 Mil. This investment constitutes 7.19% of their stock portfolio, and Clarity Asset Management, Inc. now holds 0.09% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2023Q4. And since then Clarity Asset Management, Inc. has made 2 purchases of ESGU, at an average price of $99.56, for a total of 237,195.00 shares. In addition, there have been 3 sales at an average price of $110.15 for 145,563.00 shares. Based on historical transaction data and ESGU's current price of $138.51, Clarity Asset Management, Inc.'s estimated gain on his ESGU holdings is $5.11 Mil, reflecting a 21.65% gain to date.
Clarity Asset Management, Inc. ESGU ($138.51) Holding Chart
Clarity Asset Management, Inc. 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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