NEXT Financial Group, Inc ESGU Holdings History
NEXT Financial Group, Inc's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2021-12-31, NEXT Financial Group, Inc held 191,339.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $20.65 Mil. This investment constitutes 1.36% of their stock portfolio, and NEXT Financial Group, Inc 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 NEXT Financial Group, Inc has made 5 purchases of ESGU, at an average price of $92.48, for a total of 191,339.00 shares. Based on historical transaction data and ESGU's current price of $136.04, NEXT Financial Group, Inc's estimated gain on his ESGU holdings is $8.33 Mil, reflecting a 47.09% gain to date.
NEXT Financial Group, Inc ESGU ($136.04) Holding Chart
NEXT Financial Group, Inc ESGU ($136.04) 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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