ESML ISHARES TR

Ownership history in WRAPMANAGER INC  ·  23 quarters on record

This page tracks every 13F SEC filing in which WRAPMANAGER INC 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
2.02% (2021 Q1)
Avg. % of fund
1.52%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,471 -12,991 -19.0% 0.86% $2.6M $45.87
2025 Q3 REDUCED 68,462 -30,810 -31.0% 0.95% $3.1M $44.84
2025 Q2 REDUCED 99,272 -3,579 -3.5% 1.00% $4.1M $40.98
2025 Q1 REDUCED 102,851 -5,092 -4.7% 1.04% $4.0M $37.98
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESML price (monthly, adj. close)
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