BHWM
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Bar Harbor Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bar Harbor 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 		$288K Hold
2,803
– – 0.02% 223
2026
Q1 		$268K Buy
+2,803
New +$277K 0.02% 229

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bar Harbor Wealth Management's ESGD Position: Q2 2026 in Review

Bar Harbor Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 2,803 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #223.

Bar Harbor Wealth Management first reported a position in ESGD in Q1 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Bar Harbor Wealth Management held 2,803 shares of iShares ESG Aware MSCI EAFE ETF worth $288K as of Q2 2026.
  • Bar Harbor Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Bar Harbor Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.