Clarius Group, LLC ESGU Holdings History

Number of Shares
174,564.00
Current Holdings Value*
$21.28 Mil
% of Portfolio
1.34%
Total Estimate Gain
$-1.35 Mil
% of Total Estimate Gain
-5.88%

Clarius Group, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary

As of 2025-03-31, Clarius Group, LLC held 174,564.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $21.28 Mil. This investment constitutes 1.34% of their stock portfolio, and Clarius Group, LLC now holds 0.17% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.

The initial trade took place in 2021Q4. And since then Clarius Group, LLC has made 9 purchases of ESGU, at an average price of $126.22, for a total of 182,434.00 shares. In addition, there have been 4 sales at an average price of $92.43 for 7,870.00 shares. Based on historical transaction data and ESGU's current price of $119.99, Clarius Group, LLC's estimated gain on his ESGU holdings is $-1.35 Mil, reflecting a -5.88% gain to date.

Clarius Group, LLC ESGU ($119.99) Holding Chart

Clarius Group, LLC ESGU ($119.99) 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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