AFTS
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American Financial & Tax Strategies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

American Financial & Tax Strategies’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 		$346K Buy
3,370
+15
+0.4% +$1.52K 0.16% 84
2026
Q1 		$321K Hold
3,355
– – 0.16% 85
2025
Q4 		$319K Buy
+3,355
New +$316K 0.16% 85

Other funds holding ESGD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

American Financial & Tax Strategies's ESGD Position: Q2 2026 in Review

American Financial & Tax Strategies increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.45% in Q2 2026, buying an estimated $1.52K and bringing the position to 3,370 shares worth $346K. The position accounts for 0.16% of the portfolio, ranked #84.

American Financial & Tax Strategies first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • American Financial & Tax Strategies held 3,370 shares of iShares ESG Aware MSCI EAFE ETF worth $346K as of Q2 2026.
  • American Financial & Tax Strategies bought 15 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.52K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.16% of American Financial & Tax Strategies's portfolio in Q2 2026, its #84 holding.
  • American Financial & Tax Strategies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.