ESGD — ISHARES TR

Ownership history in Clarius Group, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Clarius Group, 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
0.78% (2025 Q3)
Avg. % of fund
0.38%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 140,693 -988 -0.7% 0.76% $13.4M $95.09
2025 Q3 ADDED 141,681 +133 +0.1% 0.78% $13.2M $91.25
2025 Q2 REDUCED 141,548 -1,667 -1.2% 0.74% $12.6M $87.56
2025 Q1 ADDED 143,215 +21,598 +17.8% 0.73% $11.7M $78.70
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGD price (monthly, adj. close)

Other funds also holding ESGD

As of 2025 Q4 — sorted by position size

Forefront Analytics, LLC 3Y 7Y 17.73% IMPACTfolio, LLC 3Y 15.95% Olde Wealth Management, LLC 3Y 11.98% LFA - Lugano Financial Advisors SA 3Y 7Y 11.27% Bond & Devick Financial Network, Inc. 3Y 9.12% High Note Wealth, LLC 3Y 5.89% Shira Ridge Wealth Management 3Y 5.22% Laurel Wealth Planning LLC 3Y 4.83% Windsor Capital Management, LLC 3Y 7Y 4.75% Balanced Rock Investment Advisors LLC 3.04%
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