SEC 13F Intelligence

Objective Capital Management, LLC / ESGD

Objective Capital Management, LLC’s Ishares Tr Position

Does Objective Capital Management, LLC own Ishares Tr (ESGD)? Not currently — the last reported position was 37.2K shares worth $3M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2024
Shares
37.2K
% of Portfolio
+1.84%
Quarters Held
10
position exited

Position History ESGD

Reported value by quarter
Q1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $3MQ3 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202437.2K$3M+1.84%
Q2 202440.2K$3M+2.17%
Q1 202443.4K$3M+2.50%
Q3 202346.6K$3M+2.86%
Q2 202349.0K$4M+3.12%
Q1 202351.0K$4M+3.34%
Q4 202251.7K$3M+3.38%
Q3 202252.8K$3M+3.16%
Q2 202252.9K$3M+3.35%
Q1 202252.9K$4M+3.00%

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