Laurel Wealth Planning LLC / ESGD
Laurel Wealth Planning LLC’s Ishares Tr Position
Does Laurel Wealth Planning LLC own Ishares Tr (ESGD)? Yes — 92.6K shares worth $9M (+4.67% of its 13F portfolio) as of Q1 2026, up from 91.7K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
92.6K
% of Portfolio
+4.67%
Quarters Held
22
currently held
Position History ESGD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 92.6K | $9M | +4.67% |
| Q4 2025 | 91.7K | $9M | +4.83% |
| Q3 2025 | 92.0K | $9M | +4.52% |
| Q2 2025 | 91.7K | $8M | +4.65% |
| Q1 2025 | 95.6K | $8M | +5.19% |
| Q4 2024 | 95.5K | $7,269 | +4.69% |
| Q3 2024 | 91.2K | $7,677 | +5.01% |
| Q2 2024 | 100.2K | $7,895 | +5.49% |
| Q1 2024 | 111.0K | $8,872 | +5.89% |
| Q4 2023 | 120.8K | $9,129 | +6.46% |
| Q3 2023 | 123.1K | $8,512 | +6.62% |
| Q2 2023 | 121.2K | $8,837 | +6.31% |
| Q1 2023 | 132.3K | $9,502 | +6.29% |
| Q4 2022 | 120.5K | $8M | +5.11% |
| Q3 2022 | 107.7K | $6M | +4.45% |
| Q2 2022 | 103.3K | $6M | +4.56% |
| Q1 2022 | 99.0K | $7M | +4.92% |
| Q4 2021 | 55.5K | $4M | +3.34% |
| Q3 2021 | 62.1K | $5M | +3.93% |
| Q2 2021 | 52.8K | $4M | +3.64% |
| Q1 2021 | 46.7K | $4M | +3.24% |
| Q4 2020 | 50.4K | $4M | +3.59% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Laurel Wealth Planning LLC’s full portfolio or all institutional holders of ESGD.