HILLTOP WEALTH ADVISORS, LLC ESGD Holdings History
HILLTOP WEALTH ADVISORS, LLC's iShares MSCI EAFE ESG Select ETF Holding Summary
As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 35,427.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $3.16 Mil. This investment constitutes 1.78% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0.03% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.
The initial trade took place in 2020Q3. And since then HILLTOP WEALTH ADVISORS, LLC has made 14 purchases of ESGD, at an average price of $74.98, for a total of 49,156.00 shares. In addition, there have been 6 sales at an average price of $68.06 for 13,729.00 shares. Based on historical transaction data and ESGD's current price of $91.26, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his ESGD holdings is $481,766.10, reflecting a 13.07% gain to date.
HILLTOP WEALTH ADVISORS, LLC ESGD ($91.26) Holding Chart
HILLTOP WEALTH ADVISORS, LLC ESGD ($91.26) 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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