AC
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Apella Capital’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Apella Capital’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 		$8.14M Buy
78,962
+1,052
+1% +$107K 0.11% 130
2026
Q1 		$8.02M Sell
77,910
-1,570
-2% -$155K 0.12% 130
2025
Q4 		$7.56M Buy
79,480
+351
+0.4% +$33.1K 0.15% 111
2025
Q3 		$7.43M Sell
79,129
-4,684
-6% -$424K 0.17% 102
2025
Q2 		$7.39M Sell
83,813
-83
-0.1% -$7.08K 0.2% 90
2025
Q1 		$6.58M Sell
83,896
-1,167
-1% -$94.2K 0.23% 81
2024
Q4 		$6.48M Sell
85,063
-110
-0.1% -$8.75K 0.25% 65
2024
Q3 		$7.1M Buy
85,173
+222
+0.3% +$17.9K 0.29% 56
2024
Q2 		$6.77M Sell
84,951
-340
-0.4% -$27K 0.3% 53
2024
Q1 		$6.78M Sell
85,291
-3,460
-4% -$265K 0.34% 53
2023
Q4 		$6.59M Sell
88,751
-7,030
-7% -$498K 0.37% 54
2023
Q3 		$6.62M Buy
95,781
+2,607
+3% +$188K 0.47% 45
2023
Q2 		$6.8M Buy
+93,174
New +$6.8M 0.48% 46
2022
Q4 		$5.61M Buy
85,339
+16,404
+24% +$1.03M 0.51% 48
2022
Q3 		$3.87M Buy
68,935
+8,938
+15% +$560K 0.45% 49
2022
Q2 		$3.77M Buy
59,997
+4,950
+9% +$338K 0.45% 47
2022
Q1 		$4.06M Buy
55,047
+8,263
+18% +$622K 0.57% 37
2021
Q4 		$3.72M Buy
46,784
+7,310
+19% +$582K 0.47% 40
2021
Q3 		$3.09M Buy
39,474
+4,713
+14% +$378K 0.44% 49
2021
Q2 		$2.75M Buy
34,761
+7,773
+29% +$619K 0.45% 48
2021
Q1 		$2.05M Buy
26,988
+13,773
+104% +$1.04M 0.65% 38
2020
Q4 		$965K Buy
13,215
+4,995
+61% +$341K 0.34% 62
2020
Q3 		$522K Buy
8,220
+3,490
+74% +$223K 0.21% 80
2020
Q2 		$287K Buy
+4,730
New +$272K 0.13% 100

Other funds holding ESGD

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apella Capital's ESGD Position: Q2 2026 in Review

Apella Capital increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.4% in Q2 2026, buying an estimated $107K and bringing the position to 78,962 shares worth $8.14M. The position accounts for 0.11% of the portfolio, ranked #130.

Apella Capital first reported a position in ESGD in Q2 2020 and has held it in 24 quarters since. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Apella Capital held 78,962 shares of iShares ESG Aware MSCI EAFE ETF worth $8.14M as of Q2 2026.
  • Apella Capital bought 1,052 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $107K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of Apella Capital's portfolio in Q2 2026, its #130 holding.
  • Apella Capital first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.