Laurel Wealth Planning LLC ESGE Holdings History
Laurel Wealth Planning LLC's iShares MSCI EM ESG Select ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 151,969.00 shares of iShares MSCI EM ESG Select ETF(ESGE), totaling $5.31 Mil. This investment constitutes 3.53% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.12% of the outstanding iShares MSCI EM ESG Select ETF(ESGE) stock.
The initial trade took place in 2020Q4. And since then Laurel Wealth Planning LLC has made 15 purchases of ESGE, at an average price of $35.37, for a total of 168,955.00 shares. In addition, there have been 2 sales at an average price of $40.28 for 16,986.00 shares. Based on historical transaction data and ESGE's current price of $40.17, Laurel Wealth Planning LLC's estimated gain on his ESGE holdings is $813,201.73, reflecting a 13.61% gain to date.
Laurel Wealth Planning LLC ESGE ($40.17) Holding Chart
Laurel Wealth Planning LLC ESGE ($40.17) 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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