Shotwell Rutter Baer Inc ESGD Holdings History
Number of Shares
6,353.00
Current Holdings Value*
$476,160.00
% of Portfolio
0.42%
Total Estimate Gain
$126,119.15
% of Total Estimate Gain
24.09%
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 $89.25, Shotwell Rutter Baer Inc's estimated gain on his ESGD holdings is $126,119.15, reflecting a 24.09% gain to date.
Shotwell Rutter Baer Inc ESGD ($89.25) Holding Chart
Shotwell Rutter Baer Inc ESGD ($89.25) 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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