Ownership history in TCWP LLC · 10 quarters on record
This page tracks every 13F SEC filing in which TCWP LLC reported a position in ISHARES MSCI EM ESG SELECT ETF (ESGE). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | UNCHANGED | 15,532 | — | 0% | 1.28% | $521K | $34.89 |
| 2024 Q2 | ADDED | 15,532 | +5,282 | +51.5% | 1.28% | $521K | $32.13 |
| 2024 Q1 | ADDED | 10,250 | +2,784 | +37.3% | 0.88% | $330K | $30.65 |
| 2023 Q4 | REDUCED | 7,466 | -1,302 | -14.8% | 0.68% | $239K | $30.49 |
As of 2025 Q4 — sorted by position size