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ESGUESGU
Showing 8 of 26 quarters

Position history for Creative PlanningCreative Planning's holdings in ISHARES TR

Creative Planning holds 317,597 shares of ESGU (ISHARES TR), worth $52M as of 2026-Q2. The position was increased (+1.3% shares). ESGU represents 0.0% of Creative Planning's portfolio.

Current Value

$52M

Current Shares

317,597

Total Value Change

+$18.7M

Total Shares Change

+54,168

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
317,597
+1.3%
$52M0.0%$163.67
30
2026-Q1
Increased
313,427
+1.2%
$44.3M0.0%$147.94
29
2025-Q4
Increased
309,687
+3.2%
$46.1M0.0%$150.14
30
2025-Q3
Decreased
300,110
-2.3%
$43.7M0.0%$144.75
0
2025-Q2
Increased
307,309
+2.6%
$41.6M0.0%$133.58
30
2025-Q1
Increased
299,492
+12.1%
$36.5M0.0%$120.25
32
2024-Q4
Increased
267,215
+1.4%
$34.4M0.0%$127.98
29
2024-Q3
Decreased
263,429
-1.0%
$33.2M0.0%$123.95
0

Other major holders of ESGU: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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