Prudent Man Advisors, LLC ESGU Holdings History
Prudent Man Advisors, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, Prudent Man Advisors, LLC held 71,254.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $8.69 Mil. This investment constitutes 3.15% of their stock portfolio, and Prudent Man Advisors, LLC now holds 0.07% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2021Q3. And since then Prudent Man Advisors, LLC has made 7 purchases of ESGU, at an average price of $103.26, for a total of 111,854.00 shares. In addition, there have been 8 sales at an average price of $121.08 for 40,600.00 shares. Based on historical transaction data and ESGU's current price of $137.53, Prudent Man Advisors, LLC's estimated gain on his ESGU holdings is $3.17 Mil, reflecting a 27.41% gain to date.
Prudent Man Advisors, LLC ESGU ($137.53) Holding Chart
Prudent Man Advisors, LLC ESGU ($137.53) 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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