Number of Shares
6,353.00
Current Holdings Value*
$476,160.00
% of Portfolio
0.42%
Total Estimate Gain
$116,970.83
% of Total Estimate Gain
22.34%

Shotwell Rutter Baer Inc's iShares MSCI EAFE ESG Select ETF Holding Summary

As of 2025-03-31, Shotwell Rutter Baer Inc held 6,353.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $476,160.00. This investment constitutes 0.42% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.01% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $79.51 for 1,040.00 shares. Based on historical transaction data and ESGD's current price of $87.81, Shotwell Rutter Baer Inc's estimated gain on his ESGD holdings is $116,970.83, reflecting a 22.34% gain to date.

Shotwell Rutter Baer Inc ESGD ($87.81) Holding Chart

Shotwell Rutter Baer Inc ESGD ($87.81) 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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