Olde Wealth Management, LLC ESGD Holdings History
Olde Wealth Management, LLC's iShares MSCI EAFE ESG Select ETF Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 364,219.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $29.75 Mil. This investment constitutes 10.5% of their stock portfolio, and Olde Wealth Management, LLC now holds 0.34% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.
The initial trade took place in 2020Q4. And since then Olde Wealth Management, LLC has made 14 purchases of ESGD, at an average price of $73.44, for a total of 390,954.00 shares. In addition, there have been 3 sales at an average price of $71.83 for 26,735.00 shares. Based on historical transaction data and ESGD's current price of $88.04, Olde Wealth Management, LLC's estimated gain on his ESGD holdings is $5.27 Mil, reflecting a 18.37% gain to date.
Olde Wealth Management, LLC ESGD ($88.04) Holding Chart
Olde Wealth Management, LLC ESGD ($88.04) 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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