ESGD — ISHARES TR

Ownership history in DOHJ, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which DOHJ, 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
4.41% (2025 Q2)
Avg. % of fund
2.19%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 183,380 — 0% 4.41% $15.2M $91.25
2025 Q2 ADDED 183,380 +8,192 +4.7% 4.41% $15.2M $87.56
2025 Q1 ADDED 175,188 +8,864 +5.3% 3.27% $14.3M $78.70
2024 Q4 REDUCED 166,324 -9,514 -5.4% 2.93% $12.7M $73.35
16 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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