Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

ESMLESML
Showing 8 of 28 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES TR

Steward Partners Investment Advisory, LLC holds 34,096 shares of ESML (ISHARES TR), worth $1.9M as of 2026-Q2. The position was decreased (-2.0% shares). ESML represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.9M

Current Shares

34,096

Total Value Change

+$1.6M

Total Shares Change

+26,219

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
34,096
-2.0%
$1.9M0.0%$55.93
0
2026-Q1
Increased
34,804
+0.1%
$1.6M0.0%$49.18
26
2025-Q4
Increased
34,781
+197.3%
$1.6M0.0%$46.38
41
2025-Q3
Decreased
11,697
-3.4%
$527,2970.0%$44.85
0
2025-Q2
Increased
12,112
+32.3%
$500,5860.0%$41.06
31
2025-Q1
Increased
9,157
+3.7%
$351,7040.0%$38.14
25
2024-Q4
Increased
8,833
+12.1%
$371,4120.0%$41.51
27
2024-Q3
Increased
7,877
+1.4%
$329,4300.0%$41.10
24

Other major holders of ESML: BANK OF AMERICA CORP /DE/, FMR LLC, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used