IMPACTfolio, LLC ESGU Holdings History
IMPACTfolio, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-06-30, IMPACTfolio, LLC held 278,413.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $37.67 Mil. This investment constitutes 17.86% of their stock portfolio, and IMPACTfolio, LLC now holds 0.27% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2021Q4. And since then IMPACTfolio, LLC has made 12 purchases of ESGU, at an average price of $104.41, for a total of 281,651.00 shares. In addition, there have been 2 sales at an average price of $129.43 for 3,238.00 shares. Based on historical transaction data and ESGU's current price of $137.06, IMPACTfolio, LLC's estimated gain on his ESGU holdings is $9.17 Mil, reflecting a 31.18% gain to date.
IMPACTfolio, LLC ESGU ($137.06) Holding Chart
IMPACTfolio, 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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