ESGD — ISHARES TR

Ownership history in Sincerus Advisory, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Sincerus Advisory, 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
2.76% (2025 Q2)
Avg. % of fund
2.56%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,782 +1,091 +3.3% 2.58% $3.2M $95.09
2025 Q3 ADDED 32,691 +249 +0.8% 2.60% $3.0M $91.25
2025 Q2 ADDED 32,442 +3,345 +11.5% 2.76% $2.9M $87.56
2025 Q1 ADDED 29,097 +32 +0.1% 2.51% $2.4M $78.70
2024 Q4 INITIATED 29,065 — — 2.37% $2.2M $73.35
% 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% Laurel Wealth Planning LLC 3Y 4.83% Windsor Capital Management, LLC 3Y 7Y 4.75% Balanced Rock Investment Advisors LLC 3.04%
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