Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 204,003 shares of ESGD (ISHARES TR), worth $19.5M as of 2026-Q1. The position was increased (+5.5% shares). ESGD represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$19.5M
Current Shares
204,003
Total Value Change
+$8.7M
Total Shares Change
+66,928
Other major holders of ESGD: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 204,003 |
+5.5% |
| $19.5M |
| 0.1% |
| $98.92 |
30 |
| 2025-Q4 | Increased | 193,280 | +3.6% | $18.4M | 0.1% | $95.53 | 35 |
| 2025-Q3 | Increased | 186,534 | +8.3% | $17.3M | 0.1% | $90.91 | 31 |
| 2025-Q2 | Increased | 172,166 | +30.3% | $15.4M | 0.1% | $87.38 | 42 |
| 2025-Q1 | Decreased | 132,106 | -2.7% | $10.8M | 0.1% | $79.40 | 0 |
| 2024-Q4 | Decreased | 135,802 | -2.1% | $10.3M | 0.1% | $73.31 | 0 |
| 2024-Q3 | Increased | 138,771 | +1.2% | $11.7M | 0.1% | $80.28 | 34 |
| 2024-Q2 | Increased | 137,075 | +0.9% | $10.8M | 0.1% | $74.93 | 33 |