ESGU — ISHARES TR

Ownership history in KPP Advisory Services LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services 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
1.19% (2025 Q2)
Avg. % of fund
0.91%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 32,052 -3,195 -9.1% 0.69% $4.7M $144.79
2025 Q2 REDUCED 35,247 -1,117 -3.1% 1.19% $4.8M $134.20
2025 Q1 INITIATED 36,364 — — 0.84% $4.4M $120.62
% 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%
← Back to KPP Advisory Services LLC Holdings