Strategic Asset Management, LLC ESGU Holdings History
Strategic Asset Management, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2022-09-30, Strategic Asset Management, LLC held 35,927.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $2.85 Mil. This investment constitutes 5.18% of their stock portfolio, and Strategic Asset Management, LLC now holds 0.01% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2021Q3. And since then Strategic Asset Management, LLC has made 2 purchases of ESGU, at an average price of $101.23, for a total of 36,390.00 shares. In addition, there have been 2 sales at an average price of $89.57 for 463.00 shares. Based on historical transaction data and ESGU's current price of $138.51, Strategic Asset Management, LLC's estimated gain on his ESGU holdings is $1.33 Mil, reflecting a 36.21% gain to date.
Strategic Asset Management, LLC ESGU ($138.51) Holding Chart
Strategic Asset Management, LLC ESGU ($138.51) 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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