AIFS
ESGD icon

A&I Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

A&I Financial Services’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.25M Buy
21,858
+8,648
+65% +$908K 0.95% 20
2026
Q2 		$1.36M Sell
13,210
-383
-3% -$38.9K 0.59% 23
2026
Q1 		$1.3M Sell
13,593
-443
-3% -$43.8K 0.62% 23
2025
Q4 		$1.33M Buy
14,036
+388
+3% +$36.6K 0.63% 21
2025
Q3 		$1.28M Buy
13,648
+35
+0.3% +$3.17K 0.62% 22
2025
Q2 		$1.21M Buy
13,613
+414
+3% +$35.3K 0.69% 21
2025
Q1 		$1.08M Buy
13,199
+1,147
+10% +$92.6K 0.73% 20
2024
Q4 		$918K Buy
+12,052
New +$959K 0.89% 19
2019
Q3 		$240K Buy
3,740
+419
+13% +$26.5K 0.36% 22
2019
Q2 		$214K Buy
+3,321
New +$212K 0.35% 21

Other funds holding ESGD

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

A&I Financial Services's ESGD Position: Q3 2026 in Review

A&I Financial Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 65% in Q3 2026, buying an estimated $908K and bringing the position to 21,858 shares worth $2.25M. The position accounts for 0.95% of the portfolio, ranked #20.

A&I Financial Services first reported a position in ESGD in Q2 2019 and has held it in 10 quarters since. 129 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • A&I Financial Services held 21,858 shares of iShares ESG Aware MSCI EAFE ETF worth $2.25M as of Q3 2026.
  • A&I Financial Services bought 8,648 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $908K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.95% of A&I Financial Services's portfolio in Q3 2026, its #20 holding.
  • A&I Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2019 and has held it in 10 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on A&I Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.