ESML — ISHARES TR

Ownership history in Wealth Advisory Team LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Wealth Advisory Team LLC reported a position in ISHARES TR (ESML). 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
1.02% (2025 Q4)
Avg. % of fund
1.01%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 25,090 -896 -3.4% 1.02% $1.2M $45.98
2025 Q2 INITIATED 25,986 — — 1.00% $1.1M $41.08
% of Fund (quarterly)    ESML price (monthly, adj. close)

Other funds also holding ESML

As of 2025 Q4 — sorted by position size

Invera Wealth Advisors, LLC 2.44% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 1.75% MARQUETTE ASSOCIATES, INC. 1.57% Laurel Wealth Planning LLC 3Y 1.51% Wealth Architects, LLC 3Y 7Y 1.16% Midwest Financial Partners Investments, Inc. 1.12% REGATTA CAPITAL GROUP, LLC 3Y 0.87% WRAPMANAGER INC 3Y 7Y 0.86% Omega Financial Group, LLC 3Y 7Y 0.84% Pine Haven Investment Counsel, Inc 3Y 0.81%
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