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
2024 Q4 ADDED 121,617 +35,059 +40.5% 0.63% $9.3M $73.35
2024 Q3 ADDED 86,558 +4,406 +5.4% 0.51% $7.3M $80.06
2024 Q2 ADDED 82,152 +1,889 +2.4% 0.46% $6.5M $74.93
2024 Q1 REDUCED 80,263 -1,179 -1.4% 0.44% $6.4M $74.65
2023 Q4 ADDED 81,442 +2,875 +3.7% 0.51% $6.2M $70.56
2023 Q3 REDUCED 78,567 -7,009 -8.2% 0.52% $5.4M $63.79
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGD price (monthly, adj. close)
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