ESML — ISHARES ESG

Ownership history in Integrated Wealth Concepts LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ISHARES ESG (ESML). 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
0.04% (2022 Q2)
Avg. % of fund
0.02%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,476 -7,015 -61.0% 0.00% $202K $44.84
2024 Q4 REDUCED 11,491 -25,613 -69.0% 0.01% $483K $41.47
2024 Q3 ADDED 37,104 +16,346 +78.7% 0.02% $1.6M $41.07
2024 Q2 REDUCED 20,758 -1,530 -6.9% 0.01% $799K $37.69
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESML price (monthly, adj. close)

Other funds also holding ESML

As of 2025 Q4 — sorted by position size

Invera Wealth Advisors, LLC 2.44% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 1.75% MARQUETTE ASSOCIATES, INC. 1.57% Laurel Wealth Planning LLC 3Y 1.51% Wealth Architects, LLC 3Y 7Y 1.16% Midwest Financial Partners Investments, Inc. 1.12% Wealth Advisory Team LLC 1.02% REGATTA CAPITAL GROUP, LLC 3Y 0.87% WRAPMANAGER INC 3Y 7Y 0.86% Omega Financial Group, LLC 3Y 7Y 0.84%
← Back to Integrated Wealth Concepts LLC Holdings