Number of Shares
300,601.00
Current Holdings Value*
$32.44 Mil
% of Portfolio
12.12%
Total Estimate Gain
$20.71 Mil
% of Total Estimate Gain
83.10%

VIVID FINANCIAL MANAGEMENT, INC.'s iShares MSCI USA ESG Optimized ETF Holding Summary

As of 2021-12-31, VIVID FINANCIAL MANAGEMENT, INC. held 300,601.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $32.44 Mil. This investment constitutes 12.12% of their stock portfolio, and VIVID FINANCIAL MANAGEMENT, INC. now holds 0.12% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.

The initial trade took place in 2020Q2. And since then VIVID FINANCIAL MANAGEMENT, INC. has made 4 purchases of ESGU, at an average price of $69.71, for a total of 357,429.00 shares. In addition, there have been 3 sales at an average price of $76.23 for 56,828.00 shares. Based on historical transaction data and ESGU's current price of $137.36, VIVID FINANCIAL MANAGEMENT, INC.'s estimated gain on his ESGU holdings is $20.71 Mil, reflecting a 83.10% gain to date.

VIVID FINANCIAL MANAGEMENT, INC. ESGU ($137.36) Holding Chart

VIVID FINANCIAL MANAGEMENT, INC. 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 %

Top Ranked Articles

  • 1