Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 28,625 shares of ESGU (ISHARES TR), worth $4.3M as of 2025-Q4. The position was decreased (-3.8% shares). ESGU represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$4.3M
Current Shares
28,625
Total Value Change
+$2.1M
Total Shares Change
+10,403
Other major holders of ESGU: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 28,625 |
-3.8% |
| $4.3M |
| 0.0% |
| $150.14 |
0 |
| 2025-Q3 | Increased | 29,739 | +19.6% | $4.3M | 0.0% | $144.75 | 32 |
| 2025-Q2 | Decreased | 24,873 | -0.9% | $3.4M | 0.0% | $133.58 | 0 |
| 2025-Q1 | Increased | 25,098 | +15.2% | $3.1M | 0.0% | $120.25 | 30 |
| 2024-Q4 | Increased | 21,792 | +17.6% | $2.8M | 0.0% | $127.98 | 31 |
| 2024-Q3 | Increased | 18,534 | +1.7% | $2.3M | 0.0% | $123.95 | 26 |
| 2024-Q2 | Increased | 18,222 | +2.1% | $2.2M | 0.0% | $117.28 | 26 |