Waypoint Wealth Partners Inc. ESGU Holdings History
Waypoint Wealth Partners Inc.'s iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-06-30, Waypoint Wealth Partners Inc. held 46,205.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $6.25 Mil. This investment constitutes 1.52% of their stock portfolio, and Waypoint Wealth Partners Inc. now holds 0.05% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2020Q4. And since then Waypoint Wealth Partners Inc. has made 4 purchases of ESGU, at an average price of $90.07, for a total of 166,766.00 shares. In addition, there have been 10 sales at an average price of $90.38 for 120,561.00 shares. Based on historical transaction data and ESGU's current price of $136.21, Waypoint Wealth Partners Inc.'s estimated gain on his ESGU holdings is $2.17 Mil, reflecting a 14.43% gain to date.
Waypoint Wealth Partners Inc. ESGU ($136.21) Holding Chart
Waypoint Wealth Partners Inc. ESGU ($136.21) 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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