ESGD — ISHARES TR

Ownership history in Laurel Wealth Planning LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Laurel Wealth Planning 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
6.62% (2023 Q3)
Avg. % of fund
4.89%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 91,706 -284 -0.3% 4.83% $8.7M $95.09
2025 Q3 ADDED 91,990 +291 +0.3% 4.52% $8.6M $91.25
2025 Q2 REDUCED 91,699 -3,883 -4.1% 4.65% $8.2M $87.56
2025 Q1 ADDED 95,582 +118 +0.1% 5.19% $7.8M $78.70
17 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% 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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