Shira Ridge Wealth Management ESGD Holdings History
Shira Ridge Wealth Management's iShares MSCI EAFE ESG Select ETF Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 128,514.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $11.47 Mil. This investment constitutes 5.24% of their stock portfolio, and Shira Ridge Wealth Management now holds 0.12% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.
The initial trade took place in 2022Q4. And since then Shira Ridge Wealth Management has made 8 purchases of ESGD, at an average price of $66.54, for a total of 128,514.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and ESGD's current price of $91.17, Shira Ridge Wealth Management's estimated gain on his ESGD holdings is $3.17 Mil, reflecting a 37.02% gain to date.
Shira Ridge Wealth Management ESGD ($91.17) Holding Chart
Shira Ridge Wealth Management ESGD ($91.17) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
