Sharkey, Howes & Javer ESGU Holdings History
Sharkey, Howes & Javer's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-06-30, Sharkey, Howes & Javer held 111,297.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $15.06 Mil. This investment constitutes 2.02% of their stock portfolio, and Sharkey, Howes & Javer now holds 0.11% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2020Q3. And since then Sharkey, Howes & Javer has made 6 purchases of ESGU, at an average price of $83.24, for a total of 868,413.00 shares. In addition, there have been 14 sales at an average price of $93.85 for 757,116.00 shares. Based on historical transaction data and ESGU's current price of $138.65, Sharkey, Howes & Javer's estimated gain on his ESGU holdings is $14.20 Mil, reflecting a 19.65% gain to date.
Sharkey, Howes & Javer ESGU ($138.65) Holding Chart
Sharkey, Howes & Javer ESGU ($138.65) 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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