ESGD — ISHARES TR

Ownership history in Olde Wealth Management, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Olde 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
12.09% (2024 Q1)
Avg. % of fund
7.25%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 409,651 +8,387 +2.1% 11.98% $39.0M $95.09
2025 Q3 ADDED 401,264 +37,045 +10.2% 11.75% $38.1M $91.25
2025 Q1 ADDED 364,219 +17,331 +5.0% 10.50% $29.8M $78.70
2024 Q4 ADDED 346,888 +17,846 +5.4% 9.44% $26.4M $73.35
16 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% 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% Ellevest, Inc. 3Y 7Y 2.72%
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