Shotwell Rutter Baer Inc ESGU Holdings History
Shotwell Rutter Baer Inc's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-06-30, Shotwell Rutter Baer Inc held 5,465.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $746,410.00. This investment constitutes 0.51% 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 6 sales at an average price of $119.62 for 2,505.00 shares. Based on historical transaction data and ESGU's current price of $136.06, Shotwell Rutter Baer Inc's estimated gain on his ESGU holdings is $262,634.06, reflecting a 33.65% gain to date.
Shotwell Rutter Baer Inc ESGU ($136.06) Holding Chart
Shotwell Rutter Baer Inc ESGU ($136.06) 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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