Ownership history in Keystone Wealth Services, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in ISHARES TR (ESGU). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 30,775 | -141 | -0.5% | 0.97% | $4.6M | $148.60 |
| 2025 Q3 | REDUCED | 30,916 | -1,349 | -4.2% | 0.98% | $4.5M | $144.79 |
| 2025 Q2 | REDUCED | 32,265 | -1,059 | -3.2% | 1.05% | $4.4M | $134.20 |
| 2025 Q1 | REDUCED | 33,324 | -1,478 | -4.2% | 1.10% | $4.1M | $120.62 |
| 2024 Q4 | REDUCED | 34,802 | -2,229 | -6.0% | 1.19% | $4.5M | $127.12 |
| 2024 Q3 | REDUCED | 37,031 | -2,561 | -6.5% | 1.29% | $4.7M | $124.14 |
| 2024 Q2 | REDUCED | 39,592 | -929 | -2.3% | 1.47% | $4.7M | $116.98 |
| 2024 Q1 | REDUCED | 40,521 | -1,449 | -3.5% | 1.51% | $4.7M | $112.42 |
| 2023 Q4 | REDUCED | 41,970 | -5,380 | -11.4% | 1.51% | $4.4M | $102.26 |
| 2023 Q3 | REDUCED | 47,350 | -14,293 | -23.2% | 1.69% | $4.4M | $91.24 |
As of 2025 Q4 — sorted by position size