AF
ESGD icon

Affiance Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Affiance Financial’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 		$4.05M Buy
39,390
+1,922
+5% +$195K 0.58% 22
2026
Q1 		$3.58M Buy
37,468
+8,592
+30% +$850K 0.58% 23
2025
Q4 		$2.75M Sell
28,876
-362
-1% -$34.1K 0.44% 31
2025
Q3 		$2.72M Sell
29,238
-247
-0.8% -$22.3K 0.5% 27
2025
Q2 		$2.63M Buy
29,485
+709
+2% +$60.5K 0.53% 26
2025
Q1 		$2.35M Buy
28,776
+3,485
+14% +$281K 0.55% 26
2024
Q4 		$1.93M Buy
25,291
+21
+0.1% +$1.67K 0.46% 32
2024
Q3 		$2.13M Buy
25,270
+63
+0.2% +$5.09K 0.52% 28
2024
Q2 		$1.99M Buy
25,207
+2,272
+10% +$180K 0.52% 29
2024
Q1 		$1.83M Sell
22,935
-1,080
-4% -$82.7K 0.5% 32
2023
Q4 		$1.81M Buy
24,015
+68
+0.3% +$4.82K 0.53% 29
2023
Q3 		$1.66M Buy
23,947
+463
+2% +$33.3K 0.84% 26
2023
Q2 		$1.71M Buy
23,484
+266
+1% +$19.4K 0.83% 28
2023
Q1 		$1.67M Buy
23,218
+8,580
+59% +$602K 0.88% 23
2022
Q4 		$962K Sell
14,638
-497
-3% -$31.2K 0.39% 44
2022
Q3 		$850K Buy
15,135
+900
+6% +$56.4K 0.48% 31
2022
Q2 		$893K Buy
14,235
+3,699
+35% +$252K 0.48% 33
2022
Q1 		$777K Buy
10,536
+3,157
+43% +$238K 0.38% 43
2021
Q4 		$586K Buy
7,379
+33
+0.4% +$2.63K 0.24% 61
2021
Q3 		$576K Buy
7,346
+581
+9% +$46.6K 0.25% 59
2021
Q2 		$535K Buy
6,765
+407
+6% +$32.4K 0.23% 64
2021
Q1 		$483K Buy
6,358
+510
+9% +$38.4K 0.22% 69
2020
Q4 		$427K Buy
5,848
+2,128
+57% +$145K 0.22% 71
2020
Q3 		$236K Buy
3,720
+313
+9% +$20K 0.14% 90
2020
Q2 		$206K Buy
+3,407
New +$196K 0.11% 89

Other funds holding ESGD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
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

Affiance Financial's ESGD Position: Q2 2026 in Review

Affiance Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.1% in Q2 2026, buying an estimated $195K and bringing the position to 39,390 shares worth $4.05M. The position accounts for 0.58% of the portfolio, ranked #22.

Affiance Financial first reported a position in ESGD in Q2 2020 and has held it in 25 quarters since. 361 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Affiance Financial held 39,390 shares of iShares ESG Aware MSCI EAFE ETF worth $4.05M as of Q2 2026.
  • Affiance Financial bought 1,922 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $195K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.58% of Affiance Financial's portfolio in Q2 2026, its #22 holding.
  • Affiance Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • 361 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.