Number of Shares
18,031.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
2.39%
Total Estimate Gain
$266,567.55
% of Total Estimate Gain
7.25%

S.C. Financial Services, Inc.'s iShares MSCI USA ESG Optimized ETF Holding Summary

As of 2022-12-31, S.C. Financial Services, Inc. held 18,031.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $1.53 Mil. This investment constitutes 2.39% of their stock portfolio, and S.C. Financial Services, Inc. now holds 0.01% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.

The initial trade took place in 2021Q4. And since then S.C. Financial Services, Inc. has made 1 purchases of ESGU, at an average price of $104.62, for a total of 35,138.00 shares. In addition, there have been 3 sales at an average price of $87.70 for 17,107.00 shares. Based on historical transaction data and ESGU's current price of $135.46, S.C. Financial Services, Inc.'s estimated gain on his ESGU holdings is $266,567.55, reflecting a 7.25% gain to date.

S.C. Financial Services, Inc. ESGU ($135.46) Holding Chart

S.C. Financial Services, Inc. ESGU ($135.46) 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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