AWM
ESGD icon

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

Axxcess 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 		$3.76M Sell
36,540
-2,520
-6% -$256K 0.06% 280
2026
Q1 		$3.73M Sell
39,060
-2,199
-5% -$218K 0.12% 148
2025
Q4 		$3.92M Buy
41,259
+920
+2% +$86.7K 0.07% 252
2025
Q3 		$3.75M Buy
40,339
+4,143
+11% +$375K 0.08% 200
2025
Q2 		$3.23M Sell
36,196
-935
-3% -$79.7K 0.08% 207
2025
Q1 		$3.03M Sell
37,131
-4,551
-11% -$367K 0.08% 192
2024
Q4 		$3.17M Buy
41,682
+6,042
+17% +$481K 0.08% 186
2024
Q3 		$3M Buy
35,640
+1,955
+6% +$158K 0.07% 199
2024
Q2 		$2.65M Buy
33,685
+14,693
+77% +$1.17M 0.07% 214
2024
Q1 		$1.52M Buy
18,992
+2,403
+14% +$184K 0.04% 298
2023
Q4 		$1.25M Buy
16,589
+4,563
+38% +$323K 0.04% 320
2023
Q3 		$831K Buy
12,026
+3,230
+37% +$233K 0.03% 353
2023
Q2 		$641K Sell
8,796
-821
-9% -$59.9K 0.05% 295
2023
Q1 		$691K Sell
9,617
-23,966
-71% -$1.68M 0.05% 299
2022
Q4 		$2.21M Buy
33,583
+1,117
+3% +$70.1K 0.18% 114
2022
Q3 		$1.82M Sell
32,466
-934
-3% -$58.5K 0.17% 113
2022
Q2 		$2.1M Buy
33,400
+13,903
+71% +$949K 0.19% 105
2022
Q1 		$1.44M Buy
19,497
+1,548
+9% +$117K 0.11% 153
2021
Q4 		$1.43M Buy
+17,949
New +$1.43M 0.1% 154

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
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
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 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

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

Axxcess Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.5% in Q2 2026, selling an estimated $256K and leaving 36,540 shares worth $3.76M. The position accounts for 0.06% of the portfolio, ranked #280.

Axxcess Wealth Management first reported a position in ESGD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.92M in Q4 2025. 395 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Axxcess Wealth Management held 36,540 shares of iShares ESG Aware MSCI EAFE ETF worth $3.76M as of Q2 2026.
  • Axxcess Wealth Management sold 2,520 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $256K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #280 holding.
  • Axxcess Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $3.92M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.