LifePlan Financial Group, Inc ESGU Holdings History
LifePlan Financial Group, Inc's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2020-09-30, LifePlan Financial Group, Inc held 81,331.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $6.20 Mil. This investment constitutes 2.79% of their stock portfolio, and LifePlan Financial Group, Inc now holds 0.03% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2020Q3. And since then LifePlan Financial Group, Inc has made 1 purchases of ESGU, at an average price of $75.29, for a total of 81,331.00 shares. Based on historical transaction data and ESGU's current price of $135.39, LifePlan Financial Group, Inc's estimated gain on his ESGU holdings is $4.89 Mil, reflecting a 79.82% gain to date.
LifePlan Financial Group, Inc ESGU ($135.39) Holding Chart
LifePlan Financial Group, Inc ESGU ($135.39) 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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