ONE WEALTH CAPITAL MANAGEMENT, LLC ESGU Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 5,829.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $710,550.00. This investment constitutes 0.38% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0.01% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $128.78 for 9,796.00 shares. Based on historical transaction data and ESGU's current price of $137.06, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his ESGU holdings is $35,139.12, reflecting a 1.73% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC ESGU ($137.06) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, LLC ESGU ($137.06) 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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