Sincerus Advisory, LLC ESGD Holdings History
Sincerus Advisory, LLC's iShares MSCI EAFE ESG Select ETF Holding Summary
As of 2025-03-31, Sincerus Advisory, LLC held 29,097.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $2.38 Mil. This investment constitutes 2.51% of their stock portfolio, and Sincerus Advisory, LLC now holds 0.03% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.
The initial trade took place in 2024Q4. And since then Sincerus Advisory, LLC has made 1 purchases of ESGD, at an average price of $79.50, for a total of 29,097.00 shares. Based on historical transaction data and ESGD's current price of $88.51, Sincerus Advisory, LLC's estimated gain on his ESGD holdings is $262,125.89, reflecting a 11.33% gain to date.
Sincerus Advisory, LLC ESGD ($88.51) Holding Chart
Sincerus Advisory, LLC ESGD ($88.51) 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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