BCU Wealth Advisors, LLC ESGU — ISHARES TR

Ownership history in BCU Wealth Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

BCU Wealth Advisors, LLC reported ISHARES TR (ESGU) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2023 Q4. The latest visible filing shows ESGU at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESGU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCU Wealth Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESGU was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESGU stock page BCU Wealth Advisors, LLC fund profile BCU Wealth Advisors, LLC full holdings
How BCU Wealth Advisors, LLC held ESGU — position size vs. price
% of Fund (quarterly)    ESGU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,272 — 0% 0.17% $463K 2026-04-21 $153.34
2025 Q4 ADDED — — — 3,272 +49 +1.5% 0.19% $487K 2026-01-30 $150.39
2025 Q3 ADDED — — — 3,223 +6 +0.2% 0.19% $469K 2025-10-16 $143.67
2025 Q2 ADDED — — — 3,217 +6 +0.2% 0.20% $435K 2025-07-18 $135.95
2025 Q1 ADDED — — — 3,211 +10 +0.3% 0.20% $391K 2025-04-17 $113.47
2024 Q4 ADDED — — — 3,201 +42 +1.3% 0.24% $412K 2025-01-30 $131.26
2024 Q3 ADDED — — — 3,159 +8 +0.3% 0.24% $399K 2024-11-07 $128.87
2024 Q2 ADDED — — — 3,151 +35 +1.1% 0.28% $376K 2024-08-01 $116.94
2024 Q1 REDUCED 49.8% +4.3% ❌ 3,116 -3,094 -49.8% 0.30% $358K 2024-05-03 $109.92
2023 Q4 INITIATED — — — 6,210 — — 0.71% $652K 2024-02-09 $107.62

🏢 Other funds also holding ESGU

As of 2026 Q1 — sorted by position size

IMPACTfolio, LLC 3Y 15.71% Erickson Financial Group, LLC 3Y 12.09% Birchwood Financial Partners, Inc. 6.49% Laurel Wealth Planning LLC 3Y 5.24% Goodwin Investment Advisory 3Y 5.16% TIAA Wealth Investment Management LLC 5.14% Clarity Asset Management, Inc. 4.88% Avise Financial Cooperative, Inc. 4.52% CLIENT 1ST ADVISORY GROUP, LLC 3Y 3.64% Balanced Rock Investment Advisors LLC 3.57%

FAQ About BCU Wealth Advisors, LLC and ESGU

These are the practical questions this page is built to answer before you even open the full history table.

How long has BCU Wealth Advisors, LLC reported owning ESGU?

BCU Wealth Advisors, LLC reported ESGU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ESGU position in BCU Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for ESGU was 0.71% in 2023 Q4.

What is the latest reported ESGU position on this page?

The most recent filing on this page is 2026 Q1, when BCU Wealth Advisors, LLC reported 3,272 shares, equal to 0.17% of portfolio, with an estimated market value of $463K.

What does the chart on this ESGU ownership page compare?

The chart compares BCU Wealth Advisors, LLC's quarterly ESGU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BCU Wealth Advisors, LLC time their ESGU position?

Based on 13F filing dates vs. subsequent ESGU price moves, BCU Wealth Advisors, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on ESGU relative to SPY over the holding period was +20.1%.

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