Number of Shares
5.84 Mil
Current Holdings Value*
$712.05 Mil
% of Portfolio
2.22%
Total Estimate Gain
$204.23 Mil
% of Total Estimate Gain
33.37%

TIAA TRUST, NATIONAL ASSOCIATION's iShares MSCI USA ESG Optimized ETF Holding Summary

As of 2025-03-31, TIAA TRUST, NATIONAL ASSOCIATION held 5.84 Mil shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $712.05 Mil. This investment constitutes 2.22% of their stock portfolio, and TIAA TRUST, NATIONAL ASSOCIATION now holds 5.66% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.

The initial trade took place in 2023Q3. And since then TIAA TRUST, NATIONAL ASSOCIATION has made 5 purchases of ESGU, at an average price of $102.89, for a total of 5.95 Mil shares. In addition, there have been 1 sales at an average price of $129.62 for 107,448.00 shares. Based on historical transaction data and ESGU's current price of $137.36, TIAA TRUST, NATIONAL ASSOCIATION's estimated gain on his ESGU holdings is $204.23 Mil, reflecting a 33.37% gain to date.

TIAA TRUST, NATIONAL ASSOCIATION ESGU ($137.36) Holding Chart

TIAA TRUST, NATIONAL ASSOCIATION ESGU ($137.36) 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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