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Baron Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Baron Financial Group’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 		$3.1M Sell
30,130
-1,960
-6% -$199K 1.48% 24
2026
Q1 		$3.07M Sell
32,090
-840
-3% -$83.1K 1.66% 22
2025
Q4 		$3.13M Sell
32,930
-145
-0.4% -$13.7K 1.68% 21
2025
Q3 		$3.08M Sell
33,075
-86
-0.3% -$7.78K 1.68% 21
2025
Q2 		$2.96M Sell
33,161
-760
-2% -$64.8K 1.74% 21
2025
Q1 		$2.77M Sell
33,921
-92
-0.3% -$7.42K 1.74% 21
2024
Q4 		$2.59M Sell
34,013
-635
-2% -$50.5K 1.61% 21
2024
Q3 		$2.92M Sell
34,648
-717
-2% -$57.9K 1.78% 21
2024
Q2 		$2.79M Sell
35,365
-1,855
-5% -$147K 1.77% 20
2024
Q1 		$2.97M Sell
37,220
-1,425
-4% -$109K 1.84% 19
2023
Q4 		$2.92M Sell
38,645
-35
-0.1% -$2.48K 1.86% 18
2023
Q3 		$2.67M Buy
38,680
+410
+1% +$29.5K 1.74% 21
2023
Q2 		$2.79M Buy
38,270
+220
+0.6% +$16K 1.72% 21
2023
Q1 		$2.73M Buy
38,050
+525
+1% +$36.8K 1.73% 21
2022
Q4 		$2.47M Buy
37,525
+560
+2% +$35.2K 1.64% 22
2022
Q3 		$2.08M Buy
36,965
+1,140
+3% +$71.5K 1.4% 27
2022
Q2 		$2.25M Buy
35,825
+2,010
+6% +$137K 1.49% 22
2022
Q1 		$2.49M Buy
33,815
+6,385
+23% +$481K 1.45% 23
2021
Q4 		$2.18M Buy
27,430
+1,940
+8% +$154K 1.24% 24
2021
Q3 		$2M Buy
25,490
+1,860
+8% +$149K 1.21% 25
2021
Q2 		$1.87M Buy
23,630
+3,215
+16% +$256K 1.16% 25
2021
Q1 		$1.55M Buy
20,415
+4,135
+25% +$311K 1.07% 26
2020
Q4 		$1.19M Buy
16,280
+565
+4% +$38.6K 0.95% 26
2020
Q3 		$998K Buy
+15,715
New +$1M 0.94% 25

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

Baron Financial Group's ESGD Position: Q2 2026 in Review

Baron Financial Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 6.1% in Q2 2026, selling an estimated $199K and leaving 30,130 shares worth $3.1M. The position accounts for 1.48% of the portfolio, ranked #24.

Baron Financial Group first reported a position in ESGD in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.13M in Q4 2025. 172 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Baron Financial Group held 30,130 shares of iShares ESG Aware MSCI EAFE ETF worth $3.1M as of Q2 2026.
  • Baron Financial Group sold 1,960 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $199K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.48% of Baron Financial Group's portfolio in Q2 2026, its #24 holding.
  • Baron Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $3.13M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.