ESGU — ISHARES TR

Ownership history in Summit Wealth Group, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth 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
4.98% (2022 Q3)
Avg. % of fund
2.86%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 41,466 -679 -1.6% 1.44% $6.2M $148.60
2025 Q3 REDUCED 42,145 -2,260 -5.1% 1.48% $6.1M $144.79
2025 Q2 REDUCED 44,405 -1,059 -2.3% 1.54% $6.0M $134.20
2025 Q1 ADDED 45,464 +904 +2.0% 1.62% $5.5M $120.62
15 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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