ESGU — ISHARES TR

Ownership history in Clarius Group, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Clarius Group, LLC reported a position in ISHARES TR (ESGU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.47% (2025 Q3)
Avg. % of fund
0.46%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 168,201 -1,959 -1.2% 1.43% $25.1M $148.60
2025 Q3 REDUCED 170,160 -786 -0.5% 1.47% $24.8M $144.79
2025 Q2 REDUCED 170,946 -3,618 -2.1% 1.35% $23.1M $134.20
2025 Q1 ADDED 174,564 +13,632 +8.5% 1.34% $21.3M $120.62
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGU price (monthly, adj. close)

Other funds also holding ESGU

As of 2025 Q4 — sorted by position size

IMPACTfolio, LLC 3Y 18.09% Erickson Financial Group, LLC 3Y 12.24% Clarity Asset Management, Inc. 6.85% Laurel Wealth Planning LLC 3Y 5.97% Goodwin Investment Advisory 3Y 5.03% Prudent Man Advisors, LLC 3Y 3.85% Balanced Rock Investment Advisors LLC 3.76% Ally Invest Advisors Inc. 3Y 7Y 3.45% Midwest Financial Partners Investments, Inc. 3.33% TrueWealth Financial Partners 3Y 3.14%
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