Ownership history in Windsor Capital Management, LLC Β· 32 quarters on record
This page tracks every 13F SEC filing in which Windsor Capital Management, LLC reported a position in ISHARES MSCI EAFE ESG SELECT ETF (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 Windsor Capital Management, LLC underperformed the S&P 500 by β6.1% annually on this ESGD position. Timing score: 70% (21/30 decisions correct). Average cost basis: $61.66. Maximum drawdown during holding period: β27.9%.
β Significantly underperformed the S&P 500 by 6.1% ann.
30 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
21 of 30 add/trim decisions correct
Best entry: $44.87 (2020 Q1) Β· Worst: $91.25 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
29 adds Β· 3 trims. Bought during 9 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Windsor Capital Management, LLC has been actively increasing its ESGD allocation β a bullish signal from insiders.
Currently 4.75% 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