JOURNEY STRATEGIC WEALTH LLC ESGU Holdings History
JOURNEY STRATEGIC WEALTH LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 154,298.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $18.81 Mil. This investment constitutes 0.66% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.15% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2021Q4. And since then JOURNEY STRATEGIC WEALTH LLC has made 10 purchases of ESGU, at an average price of $100.02, for a total of 323,113.00 shares. In addition, there have been 3 sales at an average price of $115.43 for 168,815.00 shares. Based on historical transaction data and ESGU's current price of $134.33, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his ESGU holdings is $7.89 Mil, reflecting a 24.43% gain to date.
JOURNEY STRATEGIC WEALTH LLC ESGU ($134.33) Holding Chart
JOURNEY STRATEGIC WEALTH LLC ESGU ($134.33) 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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