ESGU ISHARES TR

Ownership history in DOHJ, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which DOHJ, LLC reported a position in ISHARES TR (ESGU). 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
6.87% (2023 Q3)
Avg. % of fund
4.15%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 143,048 0% 4.85% $16.7M $144.79
2025 Q2 REDUCED 143,048 -14,378 -9.1% 4.85% $16.7M $134.20
2025 Q1 REDUCED 157,426 -19,572 -11.1% 4.38% $19.2M $120.62
2024 Q4 REDUCED 176,998 -827 -0.5% 5.27% $22.8M $127.12
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGU price (monthly, adj. close)
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