Laurel Wealth Planning LLC ESGU Holdings History
Laurel Wealth Planning LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 80,562.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $9.82 Mil. This investment constitutes 6.53% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.08% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2020Q4. And since then Laurel Wealth Planning LLC has made 8 purchases of ESGU, at an average price of $92.70, for a total of 117,855.00 shares. In addition, there have been 9 sales at an average price of $110.27 for 37,293.00 shares. Based on historical transaction data and ESGU's current price of $137.63, Laurel Wealth Planning LLC's estimated gain on his ESGU holdings is $4.28 Mil, reflecting a 39.13% gain to date.
Laurel Wealth Planning LLC ESGU ($137.63) Holding Chart
Laurel Wealth Planning LLC ESGU ($137.63) 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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