RHS Financial, LLC ESGU Holdings History

Number of Shares
31,122.00
Current Holdings Value*
$3.79 Mil
% of Portfolio
2.13%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
31.51%

RHS Financial, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary

As of 2025-03-31, RHS Financial, LLC held 31,122.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $3.79 Mil. This investment constitutes 2.13% of their stock portfolio, and RHS Financial, LLC now holds 0.03% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.

The initial trade took place in 2020Q2. And since then RHS Financial, LLC has made 14 purchases of ESGU, at an average price of $96.02, for a total of 58,911.00 shares. In addition, there have been 6 sales at an average price of $112.92 for 27,789.00 shares. Based on historical transaction data and ESGU's current price of $138.21, RHS Financial, LLC's estimated gain on his ESGU holdings is $1.78 Mil, reflecting a 31.51% gain to date.

RHS Financial, LLC ESGU ($138.21) Holding Chart

RHS Financial, LLC ESGU ($138.21) 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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