ESML — 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 (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
7.32% (2025 Q1)
Avg. % of fund
1.18%
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 279,907 +22,689 +8.8% 1.16% $12.9M $45.87
2025 Q3 ADDED 257,218 +9,925 +4.0% 1.09% $11.6M $44.84
2025 Q2 ADDED 247,293 +129,229 +109.5% 1.04% $10.2M $40.98
2025 Q1 REDUCED 118,064 -102,195 -46.4% 7.32% $66.3M $37.98
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Midwest Financial Partners Investments, Inc. 1.12% Wealth Advisory Team LLC 1.02% 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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