ACM
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Armbruster Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Armbruster Capital 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 		$1.45M Buy
14,147
+355
+3% +$36.1K 0.22% 49
2026
Q1 		$1.32M Buy
13,792
+1,600
+13% +$158K 0.22% 51
2025
Q4 		$1.16M Buy
12,192
+34
+0.3% +$3.21K 0.19% 54
2025
Q3 		$1.13M Buy
12,158
+250
+2% +$22.6K 0.19% 57
2025
Q2 		$1.06M Sell
11,908
-499
-4% -$42.5K 0.19% 56
2025
Q1 		$1.01M Buy
12,407
+375
+3% +$30.3K 0.2% 50
2024
Q4 		$916K Hold
12,032
– – 0.19% 57
2024
Q3 		$1.01M Sell
12,032
-2,347
-16% -$190K 0.2% 53
2024
Q2 		$1.13M Buy
14,379
+75
+0.5% +$5.96K 0.24% 48
2024
Q1 		$1.14M Buy
14,304
+1,550
+12% +$119K 0.24% 46
2023
Q4 		$963K Buy
12,754
+859
+7% +$60.8K 0.22% 47
2023
Q3 		$822K Hold
11,895
– – 0.21% 48
2023
Q2 		$868K Buy
11,895
+195
+2% +$14.2K 0.21% 47
2023
Q1 		$841K Buy
11,700
+1,425
+14% +$100K 0.21% 47
2022
Q4 		$675K Buy
10,275
+2,750
+37% +$173K 0.18% 50
2022
Q3 		$422K Buy
7,525
+1,350
+22% +$84.6K 0.12% 72
2022
Q2 		$388K Buy
6,175
+250
+4% +$17.1K 0.1% 80
2022
Q1 		$437K Buy
+5,925
New +$446K 0.11% 81

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
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

Armbruster Capital Management's ESGD Position: Q2 2026 in Review

Armbruster Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.6% in Q2 2026, buying an estimated $36.1K and bringing the position to 14,147 shares worth $1.45M. The position accounts for 0.22% of the portfolio, ranked #49.

Armbruster Capital Management first reported a position in ESGD in Q1 2022 and has held it in 18 quarters since. 172 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Armbruster Capital Management held 14,147 shares of iShares ESG Aware MSCI EAFE ETF worth $1.45M as of Q2 2026.
  • Armbruster Capital Management bought 355 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $36.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.22% of Armbruster Capital Management's portfolio in Q2 2026, its #49 holding.
  • Armbruster Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.