KPP Advisory Services LLC ESGU Holdings History
KPP Advisory Services LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-06-30, KPP Advisory Services LLC held 35,247.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $4.77 Mil. This investment constitutes 1.19% of their stock portfolio, and KPP Advisory Services LLC now holds 0.03% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2025Q1. And since then KPP Advisory Services LLC has made 1 purchases of ESGU, at an average price of $128.78, for a total of 36,364.00 shares. In addition, there have been 1 sales at an average price of $124.79 for 1,117.00 shares. Based on historical transaction data and ESGU's current price of $138.10, KPP Advisory Services LLC's estimated gain on his ESGU holdings is $324,045.21, reflecting a 6.92% gain to date.
KPP Advisory Services LLC ESGU ($138.10) Holding Chart
KPP Advisory Services LLC ESGU ($138.10) 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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