Ishares Trust Ishares Esg Aw (ESGD)

Sector:
Super Investor Stats:
Ownership count:1
Ownership rank:866
% of all portfolios:0.001%
History Portfolio Manager Activity Share change % change to portfolio ▼
Q3  2026
≡ David Katz - Matrix Asset Advisors Add 1.50% 97 0.00
Q2  2026
≡ David Katz - Matrix Asset Advisors Add 8.72% 520 0.00
Q1  2026
≡ David Katz - Matrix Asset Advisors Reduce 1.24% 75 0.00
Q3  2025
≡ David Katz - Matrix Asset Advisors Reduce 5.36% 342 0.00
Q2  2025
≡ David Katz - Matrix Asset Advisors Reduce 2.22% 145 0.00
Q1  2025
≡ David Katz - Matrix Asset Advisors Reduce 0.61% 40 0.00
Q4  2024
≡ David Katz - Matrix Asset Advisors Add 54.10% 2,304 0.02
≡ Bill Nygren - Oakmark Funds Sell 100.00% 108 0.00
Q3  2024
≡ David Katz - Matrix Asset Advisors Add 34.10% 1,083 0.01
≡ Bill Nygren - Oakmark Funds Buy 108 0.00
Q2  2024
≡ David Katz - Matrix Asset Advisors Reduce 7.70% 265 0.00
Q1  2024
≡ David Katz - Matrix Asset Advisors Reduce 2.88% 102 0.00
Q4  2023
≡ David Katz - Matrix Asset Advisors Reduce 1.25% 45 0.00
Q2  2023
≡ David Katz - Matrix Asset Advisors Add 1.01% 36 0.00
Q1  2023
≡ David Katz - Matrix Asset Advisors Add 3.26% 112 0.00
Q4  2022
≡ David Katz - Matrix Asset Advisors Reduce 4.44% 160 0.00
Q2  2022
≡ David Katz - Matrix Asset Advisors Add 16.50% 510 0.00
Q1  2022
≡ David Katz - Matrix Asset Advisors Buy 3,090 0.03

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.