Laurel Wealth Planning LLC ESGD Holdings History
Laurel Wealth Planning LLC's iShares MSCI EAFE ESG Select ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 95,582.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $7.81 Mil. This investment constitutes 5.19% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.09% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.
The initial trade took place in 2020Q4. And since then Laurel Wealth Planning LLC has made 10 purchases of ESGD, at an average price of $71.43, for a total of 148,977.00 shares. In addition, there have been 7 sales at an average price of $76.84 for 53,395.00 shares. Based on historical transaction data and ESGD's current price of $88.64, Laurel Wealth Planning LLC's estimated gain on his ESGD holdings is $1.93 Mil, reflecting a 18.18% gain to date.
Laurel Wealth Planning LLC ESGD ($88.64) Holding Chart
Laurel Wealth Planning LLC ESGD ($88.64) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
