ELEVATION WEALTH PARTNERS, LLC ESGU Holdings History
ELEVATION WEALTH PARTNERS, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 23,738.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $3.21 Mil. This investment constitutes 1.27% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.02% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2023Q1. And since then ELEVATION WEALTH PARTNERS, LLC has made 7 purchases of ESGU, at an average price of $111.43, for a total of 41,908.00 shares. In addition, there have been 1 sales at an average price of $124.79 for 18,170.00 shares. Based on historical transaction data and ESGU's current price of $138.02, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his ESGU holdings is $874,056.66, reflecting a 18.72% gain to date.
ELEVATION WEALTH PARTNERS, LLC ESGU ($138.02) Holding Chart
ELEVATION WEALTH PARTNERS, LLC ESGU ($138.02) 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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