FundX Sustainable Impact Fund ESGD Holdings History
Number of Shares
31,700.00
Current Holdings Value*
$2.28 Mil
% of Portfolio
65.26%
Total Estimate Gain
$442,215.00
% of Total Estimate Gain
19.88%
FundX Sustainable Impact Fund's iShares MSCI EAFE ESG Select ETF Holding Summary
As of 2023-03-31, FundX Investment Trust held 31,700.00 shares of iShares MSCI EAFE ESG Select ETF(ESGD), totaling $2.28 Mil. This investment constitutes 65.26% of their stock portfolio, and FundX Investment Trust now holds 0.03% of the outstanding iShares MSCI EAFE ESG Select ETF(ESGD) stock.
The initial trade took place in 2023Q1. And since then FundX Sustainable Impact Fund has made 1 purchases of ESGD, at an average price of $70.18, for a total of 31,700.00 shares. Based on historical transaction data and ESGD's current price of $84.13, FundX Sustainable Impact Fund's estimated gain on his ESGD holdings is $442,215.00, reflecting a 19.88% gain to date.
FundX Sustainable Impact Fund ESGD ($84.13) Holding Chart
FundX Sustainable Impact Fund ESGD ($84.13) 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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