Weil Company, Inc. ESGU Holdings History

Number of Shares
28,617.00
Current Holdings Value*
$3.49 Mil
% of Portfolio
1.04%
Total Estimate Gain
$410,016.27
% of Total Estimate Gain
9.74%

Weil Company, Inc.'s iShares MSCI USA ESG Optimized ETF Holding Summary

As of 2025-03-31, Weil Company, Inc. held 28,617.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $3.49 Mil. This investment constitutes 1.04% of their stock portfolio, and Weil Company, Inc. now holds 0.03% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.

The initial trade took place in 2021Q2. And since then Weil Company, Inc. has made 5 purchases of ESGU, at an average price of $118.15, for a total of 35,642.00 shares. In addition, there have been 6 sales at an average price of $94.01 for 7,025.00 shares. Based on historical transaction data and ESGU's current price of $138.40, Weil Company, Inc.'s estimated gain on his ESGU holdings is $410,016.27, reflecting a 9.74% gain to date.

Weil Company, Inc. ESGU ($138.40) Holding Chart

Weil Company, Inc. ESGU ($138.40) 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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