LIFE LINE WEALTH MANAGEMENT LLC ESGU — ISHARES TR

Ownership history in LIFE LINE WEALTH MANAGEMENT LLC  ·  7 quarters on record

AI Ownership Summary

LIFE LINE WEALTH MANAGEMENT LLC reported ISHARES TR (ESGU) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q1. The latest visible filing shows ESGU at 0.12% 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 LIFE LINE WEALTH MANAGEMENT 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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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 LIFE LINE WEALTH MANAGEMENT LLC fund profile LIFE LINE WEALTH MANAGEMENT LLC full holdings
How LIFE LINE WEALTH MANAGEMENT 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,936 -1,028 -34.7% 0.12% $274K 2026-04-09 $147.66
2025 Q4 REDUCED — — — 2,964 -103 -3.4% 0.13% $442K 2026-02-04 $148.59
2025 Q3 REDUCED — — — 3,067 -123 -3.9% 0.14% $447K 2025-11-12 $148.96
2025 Q2 REDUCED 8.1% +7.6% ❌ 3,190 -283 -8.1% 0.14% $432K 2025-07-07 $134.47
2025 Q1 ADDED — — — 3,473 +123 +3.7% 0.16% $423K 2025-04-25 $118.72
2024 Q4 ADDED — — — 3,350 +4 +0.1% 0.15% $432K 2025-03-25 $124.35
2024 Q3 INITIATED — — — 3,346 — — 0.15% $422K 2024-11-08 $129.45

🏢 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% Laurel Wealth Planning LLC 3Y 5.24% Avise Financial Cooperative, Inc. 4.52% CLIENT 1ST ADVISORY GROUP, LLC 3Y 3.64% Yukon Wealth Management, Inc. 3.55% Decker Retirement Planning Inc. 3.25% Midwest Financial Partners Investments, Inc. 3.19% Affinity Capital Advisors, LLC 3Y 2.96% TRUE BLUE FINANCIAL, LLC 2.96%

FAQ About LIFE LINE WEALTH MANAGEMENT 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 LIFE LINE WEALTH MANAGEMENT LLC reported owning ESGU?

LIFE LINE WEALTH MANAGEMENT LLC reported ESGU across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ESGU position in LIFE LINE WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for ESGU was 0.16% in 2025 Q1.

What is the latest reported ESGU position on this page?

The most recent filing on this page is 2026 Q1, when LIFE LINE WEALTH MANAGEMENT LLC reported 1,936 shares, equal to 0.12% of portfolio, with an estimated market value of $274K.

What does the chart on this ESGU ownership page compare?

The chart compares LIFE LINE WEALTH MANAGEMENT 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 LIFE LINE WEALTH MANAGEMENT LLC time their ESGU position?

Based on 13F filing dates vs. subsequent ESGU price moves, LIFE LINE WEALTH MANAGEMENT LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on ESGU relative to SPY over the holding period was -1.0%.

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