Sound Stewardship, LLC ESML Holdings History
Number of Shares
20,095.00
Current Holdings Value*
$830,530.00
% of Portfolio
0.43%
Total Estimate Gain
$85,604.70
% of Total Estimate Gain
11.00%
Sound Stewardship, LLC's iShares ESG Aware MSCI USA Small-Cap ETF Holding Summary
As of 2025-06-30, Sound Stewardship, LLC held 20,095.00 shares of iShares ESG Aware MSCI USA Small-Cap ETF(ESML), totaling $830,530.00. This investment constitutes 0.43% of their stock portfolio, and Sound Stewardship, LLC now holds 0.05% of the outstanding iShares ESG Aware MSCI USA Small-Cap ETF(ESML) stock.
The initial trade took place in 2025Q2. And since then Sound Stewardship, LLC has made 1 purchases of ESML, at an average price of $38.71, for a total of 20,095.00 shares. Based on historical transaction data and ESML's current price of $42.97, Sound Stewardship, LLC's estimated gain on his ESML holdings is $85,604.70, reflecting a 11.00% gain to date.
Sound Stewardship, LLC ESML ($42.97) Holding Chart
Sound Stewardship, LLC ESML ($42.97) 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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