A detailed history of Adviser Investments LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Adviser Investments LLC holds 4,243 shares of ESGU stock, worth $623,254. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,243
Previous 3,828 10.84%
Holding current value
$623,254
Previous $517,000 19.34%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$134.94 - $145.86 $56,000 - $60,531
415 Added 10.84%
4,243 $617,000
Q2 2025

Aug 06, 2025

SELL
$108.06 - $135.3 $23,232 - $29,089
-215 Reduced 5.32%
3,828 $517,000
Q1 2025

May 13, 2025

SELL
$120.24 - $134.3 $33,907 - $37,872
-282 Reduced 6.52%
4,043 $492,000
Q4 2024

Feb 12, 2025

BUY
$124.61 - $133.96 $301,805 - $324,451
2,422 Added 127.27%
4,325 $557,000
Q1 2024

Apr 29, 2024

BUY
$102.91 - $114.96 $195,837 - $218,768
1,903 New
1,903 $218,000

Others Institutions Holding ESGU

About ISHARES TRUST ISHARES ESG AWAR


  • Ticker ESGU
  • Sector ETFs
  • Industry ETFs
More about ESGU
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.