AIM
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Archer Investment Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Archer Investment 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 		$1.07M Buy
10,367
+12
+0.1% +$1.22K 0.36% 61
2026
Q1 		$990K Buy
+10,355
New +$1.02M 0.42% 53

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Archer Investment Management's ESGD Position: Q2 2026 in Review

Archer Investment Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.12% in Q2 2026, buying an estimated $1.22K and bringing the position to 10,367 shares worth $1.07M. The position accounts for 0.36% of the portfolio, ranked #61.

Archer Investment Management first reported a position in ESGD in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Archer Investment Management held 10,367 shares of iShares ESG Aware MSCI EAFE ETF worth $1.07M as of Q2 2026.
  • Archer Investment Management bought 12 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.22K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.36% of Archer Investment Management's portfolio in Q2 2026, its #61 holding.
  • Archer Investment Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.