Private Wealth Management Group, LLC ESGE — ISHARES INC

Ownership history in Private Wealth Management Group, LLC  ·  10 quarters on record

AI Ownership Summary

Private Wealth Management Group, LLC reported ISHARES INC (ESGE) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2024 Q3. The latest visible filing shows ESGE at 0.21% 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.

What this ESGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Wealth Management Group, LLC's position in ISHARES INC, 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
2026 Q1

ESGE was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2024 Q3

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 2026 Q1

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 Private Wealth Management Group, LLC fund profile Private Wealth Management Group, LLC full holdings
How Private Wealth Management Group, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 17,356 -257 -1.5% 0.21% $789K 2026-04-23 $49.86
2025 Q4 ADDED — — — 17,613 +164 +0.9% 0.21% $778K 2026-01-23 $47.57
2025 Q3 REDUCED — — — 17,449 -466 -2.6% 0.21% $758K 2025-10-17 $43.23
2025 Q2 REDUCED — — — 17,915 -272 -1.5% 0.23% $702K 2025-07-29 $39.26
2025 Q1 REDUCED — — — 18,187 -218 -1.2% 0.23% $636K 2025-05-02 $35.27
2024 Q4 ADDED — — — 18,405 +481 +2.7% 0.24% $615K 2025-01-27 $32.85
2024 Q3 ADDED — — — 17,924 +1,351 +8.2% 0.26% $653K 2024-10-29 $34.39
2024 Q2 ADDED — — — 16,573 +655 +4.1% 0.24% $556K 2024-08-13 $32.42
2024 Q1 ADDED — — — 15,918 +607 +4.0% 0.23% $513K 2024-04-30 $30.58
2023 Q4 INITIATED — — — 15,311 — — 0.24% $491K 2024-02-08 $29.68

🏢 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 Private Wealth Management Group, LLC and ESGE

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

How long has Private Wealth Management Group, LLC reported owning ESGE?

Private Wealth Management Group, LLC reported ESGE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ESGE position in Private Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for ESGE was 0.26% in 2024 Q3.

What is the latest reported ESGE position on this page?

The most recent filing on this page is 2026 Q1, when Private Wealth Management Group, LLC reported 17,356 shares, equal to 0.21% of portfolio, with an estimated market value of $789K.

What does the chart on this ESGE ownership page compare?

The chart compares Private Wealth Management Group, LLC'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 Private Wealth Management Group, LLC time their ESGE position?

Based on 13F filing dates vs. subsequent ESGE price moves, Private Wealth Management Group, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on ESGE relative to SPY over the holding period was +6.5%.

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