Ownership history in Wealth Architects, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Wealth Architects, LLC underperformed the S&P 500 by β2.6% annually on this ESGD position. Timing score: 50% (8/16 decisions correct). Average cost basis: $67.48. Maximum drawdown during holding period: β27.9%.
β οΈ Trailed SPY by 2.6% ann. on this position.
16 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $50.59 (2022 Q3) Β· Worst: $95.09 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 5 trims. Bought during 4 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Wealth Architects, LLC has been actively increasing its ESGD allocation β a bullish signal from insiders.
Currently 1.11% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size