ESGD — ISHARES TR

Ownership history in Forefront Analytics, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, 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
17.73% (2025 Q4)
Avg. % of fund
7.29%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 211,190 +25,960 +14.0% 17.73% $20.1M $95.09
2025 Q3 REDUCED 185,230 -22,520 -10.8% 16.59% $17.2M $91.25
2024 Q1 REDUCED 207,750 -159,048 -43.4% 8.05% $16.6M $74.65
2023 Q4 ADDED 366,798 +21,873 +6.3% 13.68% $27.7M $70.56
9 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

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% Ellevest, Inc. 3Y 7Y 2.72%
← Back to Forefront Analytics, LLC Holdings