TCWP LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2024-09-30, TCWP LLC held - shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCWP LLC now holds 0% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2021Q4. And since then TCWP LLC has made 2 purchases of ESGU, at an average price of $102.88, for a total of 344,183.00 shares. In addition, there have been 8 sales at an average price of $89.96 for 344,183.00 shares. Based on historical transaction data and ESGU's current price of $137.09, TCWP LLC's estimated gain on his ESGU holdings is $-4.45 Mil, reflecting a -12.56% gain to date.
TCWP LLC ESGU ($137.09) Holding Chart
TCWP LLC ESGU ($137.09) 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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