Position history for Integrated Wealth Concepts LLC's holdings in ISHARES TR
Integrated Wealth Concepts LLC holds 120,902 shares of ESGU (ISHARES TR), worth $17.1M as of 2026-Q1. The position was increased (+32.2% shares). ESGU represents 0.1% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$17.1M
Current Shares
120,902
Total Value Change
+$980,223
Total Shares Change
-14,178
Other major holders of ESGU: ENVESTNET ASSET MANAGEMENT INC
Increased |
| 120,902 |
+32.2% |
| $17.1M |
| 0.1% |
| $147.94 |
43 |
| 2025-Q4 | Decreased | 91,430 | -28.1% | $13.6M | 0.2% | $150.14 | 0 |
| 2025-Q3 | Decreased | 127,209 | -0.7% | $18.5M | 0.2% | $144.75 | 0 |
| 2025-Q2 | Decreased | 128,066 | -0.2% | $17.3M | 0.2% | $133.58 | 0 |
| 2025-Q1 | Decreased | 128,265 | -3.1% | $15.6M | 0.2% | $120.25 | 0 |
| 2024-Q4 | Decreased | 132,319 | -15.3% | $17M | 0.2% | $127.98 | 0 |
| 2024-Q3 | Increased | 156,235 | +15.7% | $19.7M | 0.2% | $123.95 | 39 |
| 2024-Q2 | Decreased | 135,080 | -11.4% | $16.1M | 0.2% | $117.28 | 0 |