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.
| 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 |
| 2024 Q4 | REDUCED | 220,259 | -1,888 | -0.8% | 1.05% | $9.3M | $41.47 |
| 2024 Q3 | ADDED | 222,147 | +19,664 | +9.7% | 1.05% | $9.3M | $41.07 |
| 2024 Q2 | ADDED | 202,483 | +48,289 | +31.3% | 0.95% | $7.8M | $37.69 |
| 2024 Q1 | ADDED | 154,194 | +691 | +0.5% | 0.82% | $6.2M | $39.33 |
| 2023 Q4 | ADDED | 153,503 | +1,147 | +0.8% | 0.82% | $5.8M | $37.02 |
| 2023 Q3 | ADDED | 152,356 | +9,414 | +6.6% | 0.87% | $5.1M | $32.65 |
As of 2025 Q4 — sorted by position size