Ashton Thomas Private Wealth
ESGD icon

Ashton Thomas Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		$1.7M Buy
16,484
+8,323
+102% +$874K 0.03% 430
2026
Q2 		$839K Buy
8,161
+178
+2% +$18.1K 0.02% 602
2026
Q1 		$763K Buy
7,983
+2,280
+40% +$226K 0.02% 611
2025
Q4 		$542K Sell
5,703
-343
-6% -$32.3K 0.01% 637
2025
Q3 		$562K Buy
6,046
+3,028
+100% +$274K 0.01% 619
2025
Q2 		$269K Buy
+3,018
New +$257K 0.01% 722
2024
Q3 		– Sell
-115
Closed -$9.06K – 989
2024
Q2 		$9.06K Buy
+115
New +$9.13K ﹤0.01% 1362

Other funds holding ESGD

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Ashton Thomas Private Wealth's ESGD Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 102% in Q3 2026, buying an estimated $874K and bringing the position to 16,484 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #430.

Ashton Thomas Private Wealth first reported a position in ESGD in Q2 2024 and has held it in 7 quarters since. 469 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Ashton Thomas Private Wealth held 16,484 shares of iShares ESG Aware MSCI EAFE ETF worth $1.7M as of Q3 2026.
  • Ashton Thomas Private Wealth bought 8,323 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $874K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #430 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.