Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

ESGUESGU
Showing 8 of 26 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES TRUST ISHARES ESG AW

NewEdge Advisors, LLC holds 127,139 shares of ESGU (ISHARES TRUST ISHARES ESG AW), worth $20.8M as of 2026-Q2. The position was increased (+21.7% shares). ESGU represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$20.8M

Current Shares

127,139

Total Value Change

+$6.4M

Total Shares Change

+12,841

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
127,139
+21.7%
$20.8M0.1%$163.67
34
2026-Q1
Decreased
104,455
-10.7%
$14.8M0.1%$147.94
0
2025-Q4
Decreased
116,976
-5.1%
$17.4M0.1%$150.14
0
2025-Q3
Increased
123,272
+0.7%
$17.9M0.1%$144.75
28
2025-Q2
Increased
122,366
+2.2%
$16.6M0.1%$133.58
29
2025-Q1
Decreased
119,728
-21.6%
$14.6M0.1%$120.25
0
2024-Q4
Increased
152,774
+33.7%
$19.7M0.1%$127.98
44
2024-Q3
Decreased
114,298
-0.8%
$14.4M0.1%$123.95
0

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used