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Goodwin Investment Advisory: ESGU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goodwin Investment Advisory on ESGU, newest first. How the timeline and the estimate are built.

Goodwin Investment Advisory held 30,636 ESGU shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,636 shares
    Change vs previous 13F -1 shares

    10.1% of the 13F portfolio, value $5,014,276.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,637 shares
    Change vs previous 13F -135 shares

    5.16% of the 13F portfolio, value $4,332,615.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,772 shares
    Change vs previous 13F -1,622 shares

    5.03% of the 13F portfolio, value $4,584,339.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,394 shares
    Change vs previous 13F -3,076 shares

    5.06% of the 13F portfolio, value $4,716,495.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,470 shares
    Change vs previous 13F -1,378 shares

    5.54% of the 13F portfolio, value $4,799,025.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,848 shares
    Change vs previous 13F -9,533 shares

    6.98% of the 13F portfolio, value $4,492,079.

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,381 shares
    Change vs previous 13F -183 shares

    3.13% of the 13F portfolio, value $5,974,838.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 46,564 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $5,875,475.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).