ESGE — ISHARES INC

Ownership history in Forefront Analytics, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, LLC reported a position in ISHARES INC (ESGE). 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
14.18% (2025 Q4)
Avg. % of fund
1.42%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 363,728 +165,743 +83.7% 14.18% $16.1M $44.17
2025 Q3 ADDED 197,985 +189,685 +2285.4% 8.28% $8.6M $42.69
2023 Q2 ADDED 8,300 +6 +0.1% 0.15% $263K $29.50
2023 Q1 ADDED 8,294 +35 +0.4% 0.13% $261K $29.15
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGE price (monthly, adj. close)

Other funds also holding ESGE

As of 2025 Q4 — sorted by position size

IMPACTfolio, LLC 3Y 8.32% WIT, LLC 3Y 4.07% Laurel Wealth Planning LLC 3Y 3.38% Intergy Private Wealth, LLC 3Y 2.19% TRUE BLUE FINANCIAL, LLC 1.62% TrueWealth Financial Partners 3Y 1.62% Wealth Advisory Team LLC 1.14% Baron Financial Group, LLC 3Y 1.08% Midwest Financial Partners Investments, Inc. 0.98% O'Brien Wealth Partners LLC 3Y 7Y 0.88%
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