Question 1

How many shares of ESGE does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 127,903 shares of ESGE (ISHARES INC ISHARES ESG AWAR).

Question 2

What is Steward Partners Investment Advisory, LLC's ESGE position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's ESGE position is worth $7M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling ESGE?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their ESGE position (+0.5% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy ESGE?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in ESGE in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	127,903	+0.5%	$7M	0.0%	$54.69	27
2026-Q1	Increased	127,246	+9.2%	$5.8M	0.0%	$46.82	30
2025-Q4	Increased	116,498	+10.3%	$5.1M	0.0%	$44.35	30
2025-Q3	Increased	105,652	+19.1%	$4.6M	0.0%	$42.52	32
2025-Q2	Increased	88,734	+15.9%	$3.5M	0.0%	$38.42	31
2025-Q1	Decreased	76,529	-8.7%	$2.7M	0.0%	$34.08	0
2024-Q4	Increased	83,813	+9.6%	$2.8M	0.0%	$32.64	29
2024-Q3	Decreased	76,492	-0.2%	$2.8M	0.0%	$35.46	0
2024-Q2	Increased	76,645	+3.1%	$2.6M	0.0%	$32.13	27
2024-Q1	Decreased	74,351	-13.7%	$2.4M	0.0%	$30.65	0
2023-Q4	Increased	86,179	+5.3%	$2.8M	0.0%	$30.49	28
2023-Q3	Increased	81,870	+19.7%	$2.5M	0.0%	$28.24	31
2023-Q2	Decreased	68,393	-32.0%	$2.2M	0.0%	$29.26	0
2023-Q1	Increased	100,640	+68.1%	$3.2M	0.1%	$29.19	39
2022-Q4	Decreased	59,870	-13.6%	$1.8M	0.0%	$27.84	0
2022-Q3	Decreased	69,267	-18.4%	$1.9M	0.0%	$25.34	0
2022-Q2	Decreased	84,840	-34.6%	$2.7M	0.1%	$29.59	0
2022-Q1	Increased	129,744	+13.0%	$4.8M	0.1%	$33.68	30
2021-Q4	Decreased	114,832	-6.7%	$4.6M	0.1%	$35.97	0
2021-Q3	Decreased	123,126	-15.1%	$5.1M	0.1%	$36.39	0
2021-Q2	Decreased	145,034	-45.7%	$6.5M	0.1%	$40.14	0
2021-Q1	Increased	267,186	+62.7%	$5.8B	0.1%	$37.93	55
2020-Q4	Increased	164,263	+31.5%	$6.9M	0.1%	$36.95	41
2020-Q3	Increased	124,937	+4.1%	$4.4M	0.1%	$30.60	33
2020-Q2	Increased	120,048	+182.8%	$3.9M	0.1%	$28.14	51
2020-Q1	Increased	42,450	+1106.3%	$1.2M	0.0%	$23.66	41
2019-Q4	Increased	3,519	+37.6%	$126,000	0.0%	$31.07	29
2019-Q3	Increased	2,558	+14.8%	$83,000	0.0%	$27.53	24
2019-Q2	New	2,229	-	$75,000	0.0%	$28.92	29

ESGE29 quarters

ESGE
29 quarters