Number of Shares
172,153.00
Current Holdings Value*
$14.06 Mil
% of Portfolio
4.32%
Total Estimate Gain
$3.13 Mil
% of Total Estimate Gain
25.95%

Windsor Capital Management, LLC's iShares MSCI EAFE ESG Select ETF Holding Summary

As of 2025-03-31, Windsor Capital Management, LLC held 172,153.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $14.06 Mil. This investment constitutes 4.32% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.16% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.

The initial trade took place in 2020Q3. And since then Windsor Capital Management, LLC has made 17 purchases of ESGD, at an average price of $69.02, for a total of 174,901.00 shares. In addition, there have been 2 sales at an average price of $64.96 for 2,748.00 shares. Based on historical transaction data and ESGD's current price of $87.28, Windsor Capital Management, LLC's estimated gain on his ESGD holdings is $3.13 Mil, reflecting a 25.95% gain to date.

Windsor Capital Management, LLC ESGD ($87.28) Holding Chart

Windsor Capital Management, LLC ESGD ($87.28) 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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