High Note Wealth, LLC ESGD Holdings History
High Note Wealth, LLC's iShares MSCI EAFE ESG Select ETF Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 308,414.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $25.19 Mil. This investment constitutes 6.24% of their stock portfolio, and High Note Wealth, LLC now holds 0.28% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.
The initial trade took place in 2020Q4. And since then High Note Wealth, LLC has made 12 purchases of ESGD, at an average price of $70.55, for a total of 366,325.00 shares. In addition, there have been 5 sales at an average price of $73.66 for 57,911.00 shares. Based on historical transaction data and ESGD's current price of $89.21, High Note Wealth, LLC's estimated gain on his ESGD holdings is $5.94 Mil, reflecting a 22.97% gain to date.
High Note Wealth, LLC ESGD ($89.21) Holding Chart
High Note Wealth, LLC ESGD ($89.21) 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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