Back to AE Wealth Management LLC AE Wealth Management LLC

ESGUESGU
26 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES TRUST ISHARES ESG AW

AE Wealth Management LLC holds 18,769 shares of ESGU (ISHARES TRUST ISHARES ESG AW), worth $3.1M as of 2026-Q2. The position was increased (+4.3% shares). ESGU represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$3.1M

Current Shares

18,769

Total Value Change

-$1.3M

Total Shares Change

-56,842

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18,769
+4.3%
$3.1M0.0%$163.67
28
2026-Q1
Increased
17,986
+19.5%
$2.5M0.0%$147.94
31
2025-Q4
Increased
15,051
+7.8%
$2.2M0.0%$150.14
28
2025-Q3
Increased
13,968
+52.9%
$2M0.0%$144.75
36
2025-Q2
Decreased
9,135
-8.1%
$1.2M0.0%$133.58
0
2025-Q1
Decreased
9,943
-20.7%
$1.2M0.0%$120.25
0
2024-Q4
Increased
12,535
+4.5%
$1.6M0.0%$127.98
27
2024-Q3
Decreased
11,989
-14.9%
$1.5M0.0%$123.95
0
2024-Q2
Decreased
14,090
-12.7%
$1.7M0.0%$117.28
0
2024-Q1
Decreased
16,139
-80.2%
$1.9M0.0%$112.71
0
2023-Q4
Decreased
81,331
-14.9%
$8.7M0.0%$102.52
0
2023-Q3
Decreased
95,530
-24.3%
$9M0.1%$91.47
0
2023-Q2
Decreased
126,167
-64.3%
$12.3M0.1%$93.43
0
2023-Q1
Decreased
353,456
-65.2%
$32M0.2%$86.14
0
2022-Q4
Decreased
1M
-18.3%
$86M0.6%$81.50
0
2022-Q3
Increased
1.2M
+7.0%
$98.6M0.8%$77.14
45
2022-Q2
Increased
1.2M
+18.5%
$97.4M0.8%$80.78
50
2022-Q1
Increased
979,278
+41.3%
$99.3M0.7%$97.80
56
2021-Q4
Increased
692,989
+20.3%
$74.8M0.5%$102.53
50
2021-Q3
Increased
576,280
+38.9%
$56.7M0.5%$93.99
46
2021-Q2
Increased
414,913
+31.3%
$40.9M0.4%$92.68
44
2021-Q1
Decreased
315,953
-6.6%
$28.7M0.3%$84.95
0
2020-Q4
Increased
338,383
+455.6%
$29.1M0.3%$80.20
56
2020-Q3
Decreased
60,907
-75.8%
$4.6M0.1%$70.61
0
2020-Q2
Increased
251,367
+232.4%
$17.6M0.3%$63.99
55
2020-Q1
New
75,611
-
$4.3M0.1%$54.28
37

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