SEC 13F Intelligence

Baron Financial Group, LLC / ESGD

Baron Financial Group, LLC’s Ishares Tr Position

Does Baron Financial Group, LLC own Ishares Tr (ESGD)? Yes30.1K shares worth $3M (+1.48% of its 13F portfolio) as of Q2 2026, down from 32.1K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
30.1K
% of Portfolio
+1.48%
Quarters Held
24
currently held

Position History ESGD

Reported value by quarter
Q3 ’20: $998MQ3 ’20Q4 ’20: $1.2BQ1 ’21: $1.5BQ2 ’21: $1.9BQ2 ’21Q3 ’21: $2.0BQ4 ’21: $2.2BQ1 ’22: $2.5BQ1 ’22Q2 ’22: $2.2BQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3MQ2 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202630.1K$3M+1.48%
Q1 202632.1K$3M+1.65%
Q4 202532.9K$3M+1.68%
Q3 202533.1K$3M+1.68%
Q2 202533.2K$3M+1.74%
Q1 202533.9K$3M+1.74%
Q4 202434.0K$3M+1.61%
Q3 202434.6K$3M+1.78%
Q2 202435.4K$3M+1.77%
Q1 202437.2K$3M+1.84%
Q4 202338.6K$3M+1.86%
Q3 202338.7K$3M+1.74%
Q2 202338.3K$3M+1.72%
Q1 202338.0K$3M+1.73%
Q4 202237.5K$2M+1.64%
Q3 202237.0K$2M+1.40%
Q2 202235.8K$2.2B+1.49%
Q1 202233.8K$2.5B+1.45%
Q4 202127.4K$2.2B+1.23%
Q3 202125.5K$2.0B+1.21%
Q2 202123.6K$1.9B+1.16%
Q1 202120.4K$1.5B+1.07%
Q4 202016.3K$1.2B+0.95%
Q3 202015.7K$998M+0.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Financial Group, LLC’s full portfolio or all institutional holders of ESGD.