Financial Advisors, LLC ESGU Holdings History
Financial Advisors, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, Financial Advisors, LLC held 59,927.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $7.31 Mil. This investment constitutes 1.44% of their stock portfolio, and Financial Advisors, LLC now holds 0.06% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2020Q4. And since then Financial Advisors, LLC has made 12 purchases of ESGU, at an average price of $91.18, for a total of 69,192.00 shares. In addition, there have been 6 sales at an average price of $104.32 for 9,265.00 shares. Based on historical transaction data and ESGU's current price of $137.06, Financial Advisors, LLC's estimated gain on his ESGU holdings is $2.87 Mil, reflecting a 45.50% gain to date.
Financial Advisors, LLC ESGU ($137.06) Holding Chart
Financial Advisors, LLC ESGU ($137.06) 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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