Shotwell Rutter Baer Inc ESGU Holdings History
Shotwell Rutter Baer Inc's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, Shotwell Rutter Baer Inc held 5,602.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $617,510.00. This investment constitutes 0.54% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.01% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $119.32 for 2,368.00 shares. Based on historical transaction data and ESGU's current price of $134.95, Shotwell Rutter Baer Inc's estimated gain on his ESGU holdings is $257,959.83, reflecting a 33.05% gain to date.
Shotwell Rutter Baer Inc ESGU ($134.95) Holding Chart
Shotwell Rutter Baer Inc ESGU ($134.95) 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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