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ESGUESGU
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 29,580 shares of ESGU (ISHARES TRUST ISHARES ESG AW), worth $4.8M as of 2026-Q2. The position was increased (+2.1% shares). ESGU represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$4.8M

Current Shares

29,580

Total Value Change

+$2.5M

Total Shares Change

+11,046

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
29,580
+2.1%
$4.8M0.0%$163.67
27
2026-Q1
Increased
28,983
+1.3%
$4.1M0.0%$147.94
27
2025-Q4
Decreased
28,625
-3.8%
$4.3M0.0%$150.14
0
2025-Q3
Increased
29,739
+19.6%
$4.3M0.0%$144.75
32
2025-Q2
Decreased
24,873
-0.9%
$3.4M0.0%$133.58
0
2025-Q1
Increased
25,098
+15.2%
$3.1M0.0%$120.25
30
2024-Q4
Increased
21,792
+17.6%
$2.8M0.0%$127.98
31
2024-Q3
Increased
18,534
+1.7%
$2.3M0.0%$123.95
26

Other major holders of ESGU: ENVESTNET ASSET MANAGEMENT INC

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