ESGD — ISHARES TR

Ownership history in IMPACTfolio, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which IMPACTfolio, 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
20.92% (2023 Q1)
Avg. % of fund
16.51%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 399,378 +15,196 +4.0% 15.95% $38.0M $95.09
2025 Q3 REDUCED 384,182 -6,140 -1.6% 15.41% $35.7M $91.25
2025 Q2 ADDED 390,322 +15,948 +4.3% 16.51% $34.8M $87.56
2025 Q1 REDUCED 374,374 -32,369 -8.0% 16.07% $30.6M $78.70
13 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% 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%
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