AP
ESGD icon

Appleton Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Appleton Partners’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 		$451K Hold
4,386
– – 0.03% 201
2026
Q1 		$419K Sell
4,386
-278
-6% -$27.5K 0.03% 201
2025
Q4 		$443K Buy
4,664
+15
+0.3% +$1.41K 0.03% 197
2025
Q3 		$432K Buy
4,649
+193
+4% +$17.5K 0.03% 200
2025
Q2 		$398K Sell
4,456
-50
-1% -$4.26K 0.03% 200
2025
Q1 		$368K Sell
4,506
-665
-13% -$53.7K 0.03% 202
2024
Q4 		$394K Hold
5,171
– – 0.03% 198
2024
Q3 		$435K Sell
5,171
-60
-1% -$4.85K 0.03% 192
2024
Q2 		$412K Sell
5,231
-235
-4% -$18.7K 0.03% 191
2024
Q1 		$437K Buy
5,466
+315
+6% +$24.1K 0.03% 199
2023
Q4 		$389K Buy
5,151
+60
+1% +$4.25K 0.03% 212
2023
Q3 		$352K Hold
5,091
– – 0.03% 228
2023
Q2 		$371K Sell
5,091
-809
-14% -$59K 0.03% 224
2023
Q1 		$424K Buy
5,900
+190
+3% +$13.3K 0.04% 221
2022
Q4 		$375K Sell
5,710
-325
-5% -$20.4K 0.04% 231
2022
Q3 		$339K Sell
6,035
-340
-5% -$21.3K 0.03% 236
2022
Q2 		$400K Sell
6,375
-942
-13% -$64.3K 0.04% 224
2022
Q1 		$540K Buy
7,317
+80
+1% +$6.03K 0.04% 210
2021
Q4 		$575K Buy
7,237
+1,552
+27% +$124K 0.04% 209
2021
Q3 		$446K Buy
5,685
+1,855
+48% +$149K 0.04% 212
2021
Q2 		$303K Buy
3,830
+180
+5% +$14.3K 0.03% 251
2021
Q1 		$277K Buy
3,650
+547
+18% +$41.2K 0.03% 248
2020
Q4 		$227K Buy
+3,103
New +$212K 0.02% 258

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
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

Appleton Partners's ESGD Position: Q2 2026 in Review

Appleton Partners held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 4,386 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #201.

Appleton Partners first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $575K in Q4 2021. 206 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Appleton Partners held 4,386 shares of iShares ESG Aware MSCI EAFE ETF worth $451K as of Q2 2026.
  • Appleton Partners left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #201 holding.
  • Appleton Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Appleton Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $575K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.