Number of Shares
12,463.00
Current Holdings Value*
$995,920.00
% of Portfolio
1.59%
Total Estimate Gain
$199,173.27
% of Total Estimate Gain
8.93%

Mercer Investments LLC's iShares MSCI EAFE ESG Select ETF Holding Summary

As of 2024-03-31, Mercer Investments LLC held 12,463.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $995,920.00. This investment constitutes 1.59% of their stock portfolio, and Mercer Investments LLC now holds -% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.

The initial trade took place in 2021Q2. And since then Mercer Investments LLC has made 4 purchases of ESGD, at an average price of $74.69, for a total of 29,860.00 shares. In addition, there have been 3 sales at an average price of $76.47 for 17,397.00 shares. Based on historical transaction data and ESGD's current price of $88.19, Mercer Investments LLC's estimated gain on his ESGD holdings is $199,173.27, reflecting a 8.93% gain to date.

Mercer Investments LLC ESGD ($88.19) Holding Chart

Mercer Investments LLC ESGD ($88.19) 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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