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 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

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return