Erickson Financial Group, LLC ESGU Holdings History
Erickson Financial Group, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, Erickson Financial Group, LLC held 129,685.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $15.81 Mil. This investment constitutes 11.8% of their stock portfolio, and Erickson Financial Group, LLC now holds 0.13% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2022Q1. And since then Erickson Financial Group, LLC has made 9 purchases of ESGU, at an average price of $99.62, for a total of 175,670.00 shares. In addition, there have been 4 sales at an average price of $87.74 for 45,985.00 shares. Based on historical transaction data and ESGU's current price of $137.09, Erickson Financial Group, LLC's estimated gain on his ESGU holdings is $4.31 Mil, reflecting a 24.64% gain to date.
Erickson Financial Group, LLC ESGU ($137.09) Holding Chart
Erickson Financial Group, LLC ESGU ($137.09) 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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