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

Baker Tilly 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
Q3 		$240K Hold
2,330
– – 0.05% 259
2026
Q2 		$240K Hold
2,330
– – 0.05% 253
2026
Q1 		$223K Hold
2,330
– – 0.05% 260
2025
Q4 		$222K Hold
2,330
– – 0.05% 263
2025
Q3 		$217K Hold
2,330
– – 0.05% 256
2025
Q2 		$208K Buy
+2,330
New +$199K 0.07% 225
2024
Q2 		– Sell
-3,447
Closed -$275K – 323
2024
Q1 		$275K Sell
3,447
-596
-15% -$45.7K 0.05% 360
2023
Q4 		$305K Buy
4,043
+5
+0.1% +$354 0.05% 384
2023
Q3 		$279K Sell
4,038
-109
-3% -$7.85K 0.05% 382
2023
Q2 		$302K Buy
4,147
+99
+2% +$7.22K 0.03% 450
2023
Q1 		$291K Buy
4,048
+116
+3% +$8.14K 0.03% 456
2022
Q4 		$258K Buy
3,932
+328
+9% +$20.6K 0.03% 462
2022
Q3 		$202K Buy
+3,604
New +$226K 0.03% 477

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Baker Tilly Wealth Management's ESGD Position: Q3 2026 in Review

Baker Tilly Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 2,330 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #259.

Baker Tilly Wealth Management first reported a position in ESGD in Q3 2022 and has held it in 13 quarters since. The position peaked at $305K in Q4 2023. 48 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Baker Tilly Wealth Management held 2,330 shares of iShares ESG Aware MSCI EAFE ETF worth $240K as of Q3 2026.
  • Baker Tilly Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #259 holding.
  • Baker Tilly Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2022 and has held it in 13 quarters since.
  • Baker Tilly Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $305K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.