Retirement Income Solutions, Inc ESGU Holdings History
Retirement Income Solutions, Inc's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, Retirement Income Solutions, Inc held 70,173.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $8.55 Mil. This investment constitutes 1.79% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.07% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2023Q3. And since then Retirement Income Solutions, Inc has made 6 purchases of ESGU, at an average price of $115.78, for a total of 70,313.00 shares. In addition, there have been 1 sales at an average price of $128.78 for 140.00 shares. Based on historical transaction data and ESGU's current price of $136.58, Retirement Income Solutions, Inc's estimated gain on his ESGU holdings is $1.46 Mil, reflecting a 17.95% gain to date.
Retirement Income Solutions, Inc ESGU ($136.58) Holding Chart
Retirement Income Solutions, Inc ESGU ($136.58) 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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