Laurel Wealth Planning LLC / ESGE
Laurel Wealth Planning LLC’s Ishares Inc Position
Does Laurel Wealth Planning LLC own Ishares Inc (ESGE)? Yes — 132.2K shares worth $6M (+3.17% of its 13F portfolio) as of Q1 2026, down from 138.2K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
132.2K
% of Portfolio
+3.17%
Quarters Held
22
currently held
Position History ESGE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 132.2K | $6M | +3.17% |
| Q4 2025 | 138.2K | $6M | +3.38% |
| Q3 2025 | 141.7K | $6M | +3.25% |
| Q2 2025 | 144.0K | $6M | +3.21% |
| Q1 2025 | 152.0K | $5M | +3.53% |
| Q4 2024 | 148.6K | $4,962 | +3.20% |
| Q3 2024 | 141.8K | $5,162 | +3.37% |
| Q2 2024 | 140.2K | $4,702 | +3.27% |
| Q1 2024 | 140.9K | $4,540 | +3.02% |
| Q4 2023 | 134.2K | $4,304 | +3.05% |
| Q3 2023 | 133.0K | $4,026 | +3.13% |
| Q2 2023 | 130.6K | $4,132 | +2.95% |
| Q1 2023 | 119.2K | $3,753 | +2.49% |
| Q4 2022 | 73.9K | $2M | +1.43% |
| Q3 2022 | 65.5K | $2M | +1.33% |
| Q2 2022 | 57.5K | $2M | +1.31% |
| Q1 2022 | 51.8K | $2M | +1.28% |
| Q4 2021 | 37.1K | $1M | +1.12% |
| Q3 2021 | 53.4K | $2M | +1.79% |
| Q2 2021 | 38.7K | $2M | +1.52% |
| Q1 2021 | 28.4K | $1M | +1.13% |
| Q4 2020 | 26.9K | $1M | +1.10% |
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 ESGE.