Ownership history in TCWP LLC · 11 quarters on record
This page tracks every 13F SEC filing in which TCWP LLC reported a position in ISHARES ESG AWARE MSCI USA ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | UNCHANGED | 9,124 | — | 0% | 2.67% | $1.1M | $124.14 |
| 2024 Q2 | REDUCED | 9,124 | -106 | -1.1% | 2.67% | $1.1M | $116.98 |
| 2024 Q1 | REDUCED | 9,230 | -2,437 | -20.9% | 2.82% | $1.1M | $112.42 |
| 2023 Q4 | ADDED | 11,667 | +318 | +2.8% | 3.46% | $1.2M | $102.26 |
As of 2025 Q4 — sorted by position size