ESGD — ISHARES TR

Ownership history in Windham Capital Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Windham Capital Management, 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
1.01% (2024 Q1)
Avg. % of fund
0.68%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 UNCHANGED 16,007 — 0% 0.99% $1.3M $80.06
2024 Q2 UNCHANGED 16,007 — 0% 0.99% $1.3M $74.93
2024 Q1 UNCHANGED 16,007 — 0% 1.01% $1.3M $74.65
2023 Q4 REDUCED 16,007 -65 -0.4% 0.45% $1.2M $70.56
2023 Q3 REDUCED 16,072 -227 -1.4% 0.45% $1.1M $63.79
2023 Q2 ADDED 16,299 +450 +2.8% 0.46% $1.2M $67.30
2023 Q1 INITIATED 15,849 — — 0.45% $1.1M $65.05
% 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%
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