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ESGUESGU
Showing 8 of 27 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES TRUST ISHARES ESG AW

Integrated Wealth Concepts LLC holds 146,266 shares of ESGU (ISHARES TRUST ISHARES ESG AW), worth $23.9M as of 2026-Q2. The position was increased (+21.0% shares). ESGU represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$23.9M

Current Shares

146,266

Total Value Change

+$4.2M

Total Shares Change

-9,969

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
146,266
+21.0%
$23.9M0.1%$163.67
41
2026-Q1
Increased
120,902
+32.2%
$17.1M0.1%$147.94
43
2025-Q4
Decreased
91,430
-28.1%
$13.6M0.2%$150.14
0
2025-Q3
Decreased
127,209
-0.7%
$18.5M0.2%$144.75
0
2025-Q2
Decreased
128,066
-0.2%
$17.3M0.2%$133.58
0
2025-Q1
Decreased
128,265
-3.1%
$15.6M0.2%$120.25
0
2024-Q4
Decreased
132,319
-15.3%
$17M0.2%$127.98
0
2024-Q3
Increased
156,235
+15.7%
$19.7M0.2%$123.95
39

Other major holders of ESGU: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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