AWM
ESGD icon

Apollon Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Apollon Wealth Management’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 		$360K Sell
3,504
-211
-6% -$21.4K ﹤0.01% 1169
2026
Q1 		$355K Sell
3,715
-993
-21% -$98.3K 0.01% 1029
2025
Q4 		$448K Sell
4,708
-82
-2% -$7.73K 0.01% 883
2025
Q3 		$445K Sell
4,790
-61
-1% -$5.52K 0.01% 874
2025
Q2 		$433K Buy
4,851
+23
+0.5% +$1.96K 0.01% 851
2025
Q1 		$394K Sell
4,828
-257
-5% -$20.7K 0.01% 847
2024
Q4 		$387K Buy
5,085
+370
+8% +$29.4K 0.01% 849
2024
Q3 		$397K Buy
4,715
+534
+13% +$43.1K 0.01% 812
2024
Q2 		$329K Sell
4,181
-970
-19% -$77K 0.01% 820
2024
Q1 		$412K Sell
5,151
-205
-4% -$15.7K 0.01% 760
2023
Q4 		$405K Buy
5,356
+362
+7% +$25.6K 0.01% 729
2023
Q3 		$345K Sell
4,994
-189
-4% -$13.6K 0.02% 656
2023
Q2 		$378K Buy
5,183
+71
+1% +$5.18K 0.02% 679
2023
Q1 		$367K Buy
5,112
+520
+11% +$36.5K 0.02% 622
2022
Q4 		$302K Buy
+4,592
New +$288K 0.02% 657

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Apollon Wealth Management's ESGD Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.7% in Q2 2026, selling an estimated $21.4K and leaving 3,504 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Apollon Wealth Management first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. The position peaked at $448K in Q4 2025. 449 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Apollon Wealth Management held 3,504 shares of iShares ESG Aware MSCI EAFE ETF worth $360K as of Q2 2026.
  • Apollon Wealth Management sold 211 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $21.4K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1169 holding.
  • Apollon Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • Apollon Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $448K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.