Ridgeline Wealth, LLC ESGU Holdings History
Ridgeline Wealth, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-06-30, Ridgeline Wealth, LLC held 25,924.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $3.51 Mil. This investment constitutes 2.86% of their stock portfolio, and Ridgeline Wealth, LLC now holds 0.03% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $127.79 for 493.00 shares. Based on historical transaction data and ESGU's current price of $137.70, Ridgeline Wealth, LLC's estimated gain on his ESGU holdings is $208,572.80, reflecting a 6.09% gain to date.
Ridgeline Wealth, LLC ESGU ($137.70) Holding Chart
Ridgeline Wealth, LLC ESGU ($137.70) 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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