Ownership history in Maia Wealth LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Maia Wealth 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 | 35,253 | -5,692 | -13.9% | 0.89% | $5.2M | $148.60 |
| 2025 Q3 | ADDED | 40,945 | +706 | +1.8% | 1.03% | $6.1M | $144.79 |
| 2025 Q2 | REDUCED | 40,239 | -1,975 | -4.7% | 1.04% | $5.4M | $134.20 |
| 2025 Q1 | REDUCED | 42,214 | -3,460 | -7.6% | 1.12% | $4.9M | $120.62 |
| 2024 Q4 | ADDED | 45,674 | +1,571 | +3.6% | 1.30% | $6.0M | $127.12 |
| 2024 Q3 | REDUCED | 44,103 | -4,317 | -8.9% | 1.38% | $5.6M | $124.14 |
| 2024 Q2 | REDUCED | 48,420 | -55,946 | -53.6% | 1.79% | $6.0M | $116.98 |
| 2023 Q4 | INITIATED | 104,366 | — | — | 4.42% | $11.0M | — |
As of 2025 Q4 — sorted by position size