ESGD — ISHARES TR

Ownership history in Integris Wealth Management, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Integris Wealth Management, 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
1.14% (2023 Q2)
Avg. % of fund
1.01%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 42,207 -347 -0.8% 0.91% $4.0M $95.09
2025 Q3 REDUCED 42,554 -765 -1.8% 0.96% $4.0M $91.25
2025 Q2 REDUCED 43,319 -583 -1.3% 1.01% $3.9M $87.56
2025 Q1 UNCHANGED 43,902 — 0% 1.02% $3.6M $78.70
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

Forefront Analytics, LLC 3Y 7Y 17.73% 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%
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