O'Brien Wealth Partners LLC ESGE Holdings History
O'Brien Wealth Partners LLC's iShares MSCI EM ESG Select ETF Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 155,676.00 shares of iShares MSCI EM ESG Select ETF(ESGE), totaling $6.10 Mil. This investment constitutes 0.96% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 0.12% of the outstanding iShares MSCI EM ESG Select ETF(ESGE) stock.
The initial trade took place in 2020Q2. And since then O'Brien Wealth Partners LLC has made 4 purchases of ESGE, at an average price of $35.16, for a total of 190,680.00 shares. In addition, there have been 3 sales at an average price of $32.19 for 35,004.00 shares. Based on historical transaction data and ESGE's current price of $40.27, O'Brien Wealth Partners LLC's estimated gain on his ESGE holdings is $691,462.50, reflecting a 10.31% gain to date.
O'Brien Wealth Partners LLC ESGE ($40.27) Holding Chart
O'Brien Wealth Partners LLC ESGE ($40.27) 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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