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
Q4  2024
≡ David Katz - Matrix Asset Advisors Add 54.10% 2,304 0.02
Q3  2024
≡ Bill Nygren - Oakmark Funds Buy 108 0.00
≡ David Katz - Matrix Asset Advisors Add 34.10% 1,083 0.01
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
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.