ESGD ISHARES TR

Ownership history in BRIGHTON JONES LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which BRIGHTON JONES LLC reported a position in ISHARES TR (ESGD). 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.

Peak position
0.03% (2023 Q4)
Avg. % of fund
0.02%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,420 -47 -0.4% 0.03% $1.1M $91.25
2025 Q2 ADDED 11,467 +1,145 +11.1% 0.03% $1.0M $87.56
2025 Q1 REDUCED 10,322 -19 -0.2% 0.03% $843K $78.70
2024 Q4 ADDED 10,341 +1,249 +13.7% 0.02% $787K $73.35
2024 Q3 REDUCED 9,092 -705 -7.2% 0.03% $765K $80.06
2024 Q2 ADDED 9,797 +263 +2.8% 0.03% $772K $74.93
2024 Q1 REDUCED 9,534 -632 -6.2% 0.03% $762K $74.65
2023 Q4 ADDED 10,166 +5,162 +103.2% 0.03% $768K $70.56
2023 Q3 ADDED 5,004 +542 +12.1% 0.02% $346K $63.79
2023 Q2 REDUCED 4,462 -611 -12.0% 0.02% $325K $67.30
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% of Fund (quarterly)    ESGD price (monthly, adj. close)
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