Goodwin Investment Advisory / ESGU
Goodwin Investment Advisory’s Ishares Tr Position
Does Goodwin Investment Advisory own Ishares Tr (ESGU)? Yes — 30.6K shares worth $4M (+5.16% of its 13F portfolio) as of Q1 2026, down from 30.8K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
30.6K
% of Portfolio
+5.16%
Quarters Held
22
currently held
Position History ESGU
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 30.6K | $4M | +5.16% |
| Q4 2025 | 30.8K | $5M | +5.03% |
| Q3 2025 | 32.4K | $5M | +5.06% |
| Q2 2025 | 35.5K | $5M | +5.54% |
| Q1 2025 | 36.8K | $4M | +6.98% |
| Q4 2024 | 46.4K | $6M | +3.13% |
| Q3 2024 | 46.6K | $6M | +2.54% |
| Q2 2024 | 56.1K | $7M | +3.07% |
| Q1 2024 | 49.5K | $6M | +2.68% |
| Q4 2023 | 56.4K | $6M | +3.08% |
| Q3 2023 | 71.6K | $7M | +3.98% |
| Q2 2023 | 73.5K | $7M | +4.18% |
| Q1 2023 | 78.2K | $7M | +4.61% |
| Q4 2022 | 79.2K | $7M | +4.76% |
| Q3 2022 | 436.1K | $35M | +26.21% |
| Q2 2022 | 426.3K | $36M | +27.57% |
| Q1 2022 | 371.6K | $38M | +25.82% |
| Q4 2021 | 324.7K | $35M | +26.21% |
| Q3 2021 | 303.5K | $30M | +29.01% |
| Q2 2021 | 282.8K | $28M | +30.28% |
| Q1 2021 | 260.3K | $24M | +27.84% |
| Q4 2020 | 266.7K | $23M | +28.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Goodwin Investment Advisory’s full portfolio or all institutional holders of ESGU.