ESGD — ISHARES TR

Ownership history in Wealth Architects, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Wealth Architects, 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
1.11% (2025 Q4)
Avg. % of fund
0.75%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 129,286 +11,832 +10.1% 1.11% $12.3M $95.09
2025 Q3 ADDED 117,454 +540 +0.5% 1.03% $10.9M $91.25
2025 Q2 REDUCED 116,914 -3,997 -3.3% 1.06% $10.4M $87.56
2025 Q1 ADDED 120,911 +16,448 +15.7% 0.45% $4.1M $78.70
13 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% 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%
← Back to Wealth Architects, LLC Holdings