Money Design Co.,Ltd. ESGE — ISHARES INC ISHARES ESG AWAR

Ownership history in Money Design Co.,Ltd.  ·  14 quarters on record

AI Ownership Summary

Money Design Co.,Ltd. reported ISHARES INC ISHARES ESG AWAR (ESGE) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.84% in 2023 Q4. The latest visible filing shows ESGE at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Money Design Co.,Ltd.'s position in ISHARES INC ISHARES ESG AWAR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

ESGE was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESGE stock page Money Design Co.,Ltd. fund profile Money Design Co.,Ltd. full holdings
How Money Design Co.,Ltd. held ESGE — position size vs. price
% of Fund (quarterly)    ESGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 6.8% +10.4% ❌ 417,101 -30,605 -6.8% 0.76% $16.3M 2025-08-14 (Est.) $39.85
2025 Q1 ADDED — — — 447,706 +326 +0.1% 0.78% $15.6M 2025-04-28 $33.96
2024 Q4 REDUCED — — — 447,380 -14,520 -3.1% 0.77% $15.0M 2025-01-23 $33.31
2024 Q3 ADDED — — — 461,900 +7,257 +1.6% 0.84% $16.8M 2024-10-09 $34.98
2024 Q2 REDUCED — — — 454,643 -16,063 -3.4% 0.82% $15.2M 2024-07-31 $32.47
2024 Q1 ADDED — — — 470,706 +5,273 +1.1% 0.83% $15.2M 2024-04-26 $30.69
2023 Q4 ADDED — — — 465,433 +25,103 +5.7% 0.84% $14.9M 2024-01-29 $29.41
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ESGE

As of 2026 Q1 — sorted by position size

Forefront Analytics, LLC 3Y 7Y 15.28% IMPACTfolio, LLC 3Y 9.38% Stanich Group LLC 4.92% WIT, LLC 3Y 4.45% Laurel Wealth Planning LLC 3Y 3.17% Avise Financial Cooperative, Inc. 2.79% Intergy Private Wealth, LLC 3Y 2.17% Impact Investors, Inc 1.66% Birchwood Financial Partners, Inc. 1.65% TRUE BLUE FINANCIAL, LLC 1.52%

FAQ About Money Design Co.,Ltd. and ESGE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Money Design Co.,Ltd. reported owning ESGE?

Money Design Co.,Ltd. reported ESGE across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported ESGE position in Money Design Co.,Ltd.'s portfolio?

The largest reported portfolio weight for ESGE was 0.84% in 2023 Q4.

What is the latest reported ESGE position on this page?

The most recent filing on this page is 2025 Q2, when Money Design Co.,Ltd. reported 417,101 shares, equal to 0.76% of portfolio, with an estimated market value of $16.3M.

What does the chart on this ESGE ownership page compare?

The chart compares Money Design Co.,Ltd.'s quarterly ESGE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Money Design Co.,Ltd. time their ESGE position?

Based on 13F filing dates vs. subsequent ESGE price moves, Money Design Co.,Ltd. correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on ESGE relative to SPY over the holding period was -6.5%.

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