Olde Wealth Management, LLC / ESGD
Olde Wealth Management, LLC’s Ishares Tr Position
Does Olde Wealth Management, LLC own Ishares Tr (ESGD)? Yes — 423.2K shares worth $40M (+12.81% of its 13F portfolio) as of Q1 2026, up from 409.7K shares the prior filed quarter.
Position Value
$40M
Q1 2026
Shares
423.2K
% of Portfolio
+12.81%
Quarters Held
21
currently held
Position History ESGD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 423.2K | $40M | +12.81% |
| Q4 2025 | 409.7K | $39M | +11.98% |
| Q3 2025 | 401.3K | $38M | +11.75% |
| Q1 2025 | 364.2K | $30M | +10.50% |
| Q4 2024 | 346.9K | $26M | +9.44% |
| Q3 2024 | 329.0K | $28M | +9.93% |
| Q2 2024 | 325.3K | $26M | +9.76% |
| Q1 2024 | 319.9K | $26M | +12.09% |
| Q4 2023 | 162.9K | $12M | +5.33% |
| Q3 2023 | 163.3K | $11M | +5.43% |
| Q2 2023 | 144.9K | $11M | +5.01% |
| Q1 2023 | 170.9K | $12M | +6.08% |
| Q4 2022 | 165.8K | $11M | +5.90% |
| Q3 2022 | 166.0K | $9M | +5.81% |
| Q2 2022 | 152.6K | $10M | +5.74% |
| Q1 2022 | 129.0K | $10M | +4.96% |
| Q4 2021 | 112.0K | $9M | +4.51% |
| Q3 2021 | 110.2K | $9M | +4.94% |
| Q2 2021 | 107.6K | $9M | +5.00% |
| Q1 2021 | 104.9K | $8M | +5.20% |
| Q4 2020 | 98.0K | $7M | +5.61% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olde Wealth Management, LLC’s full portfolio or all institutional holders of ESGD.