WR Wealth Planners, LLC ESGU Holdings History
WR Wealth Planners, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 10,040.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $1.29 Mil. This investment constitutes 0.42% of their stock portfolio, and WR Wealth Planners, LLC now holds 0.01% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2022Q1. In addition, there have been 7 sales at an average price of $100.56 for 74,087.00 shares. Based on historical transaction data and ESGU's current price of $137.06, WR Wealth Planners, LLC's estimated gain on his ESGU holdings is $403,337.95, reflecting a 4.79% gain to date.
WR Wealth Planners, LLC ESGU ($137.06) Holding Chart
WR Wealth Planners, LLC ESGU ($137.06) 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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