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ESGDESGD
Showing 8 of 29 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES TRUST ISHARES ESG AW

Steward Partners Investment Advisory, LLC holds 195,241 shares of ESGD (ISHARES TRUST ISHARES ESG AW), worth $20.1M as of 2026-Q2. The position was decreased (-4.3% shares). ESGD represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$20.1M

Current Shares

195,241

Total Value Change

+$8.4M

Total Shares Change

+56,470

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
195,241
-4.3%
$20.1M0.1%$102.81
0
2026-Q1
Increased
204,003
+5.5%
$19.5M0.1%$98.92
30
2025-Q4
Increased
193,280
+3.6%
$18.4M0.1%$95.53
35
2025-Q3
Increased
186,534
+8.3%
$17.3M0.1%$90.91
31
2025-Q2
Increased
172,166
+30.3%
$15.4M0.1%$87.38
42
2025-Q1
Decreased
132,106
-2.7%
$10.8M0.1%$79.40
0
2024-Q4
Decreased
135,802
-2.1%
$10.3M0.1%$73.31
0
2024-Q3
Increased
138,771
+1.2%
$11.7M0.1%$80.28
34

Other major holders of ESGD: JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/

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