Relyea Zuckerberg Hanson LLC ESGU Holdings History
Relyea Zuckerberg Hanson LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, Relyea Zuckerberg Hanson LLC held 81,946.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $9.99 Mil. This investment constitutes 1.35% of their stock portfolio, and Relyea Zuckerberg Hanson LLC now holds 0.08% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2022Q1. And since then Relyea Zuckerberg Hanson LLC has made 11 purchases of ESGU, at an average price of $98.28, for a total of 96,255.00 shares. In addition, there have been 2 sales at an average price of $89.05 for 14,309.00 shares. Based on historical transaction data and ESGU's current price of $136.04, Relyea Zuckerberg Hanson LLC's estimated gain on his ESGU holdings is $2.96 Mil, reflecting a 31.32% gain to date.
Relyea Zuckerberg Hanson LLC ESGU ($136.04) Holding Chart
Relyea Zuckerberg Hanson LLC ESGU ($136.04) 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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