Number of Shares
81,946.00
Current Holdings Value*
$9.99 Mil
% of Portfolio
1.35%
Total Estimate Gain
$2.96 Mil
% of Total Estimate Gain
31.32%

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 %

Top Ranked Articles

  • 1