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Bell Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bell Bank’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 		$477K Sell
4,642
-91
-2% -$9.24K 0.02% 132
2026
Q1 		$453K Buy
+4,733
New +$468K 0.02% 131
2025
Q3 		– Sell
-6,199
Closed -$553K – 203
2025
Q2 		$553K Sell
6,199
-252
-4% -$21.5K 0.03% 137
2025
Q1 		$527K Hold
6,451
– – 0.03% 132
2024
Q4 		$491K Sell
6,451
-17
-0.3% -$1.35K 0.04% 140
2024
Q3 		$544K Sell
6,468
-65
-1% -$5.25K 0.06% 128
2024
Q2 		$515K Sell
6,533
-2,530
-28% -$201K 0.04% 133
2024
Q1 		$724K Buy
9,063
+8
+0.1% +$613 0.06% 118
2023
Q4 		$684K Hold
9,055
– – 0.07% 118
2023
Q3 		$626K Sell
9,055
-517
-5% -$37.2K 0.07% 115
2023
Q2 		$698K Hold
9,572
– – 0.07% 115
2023
Q1 		$688K Hold
9,572
– – 0.07% 117
2022
Q4 		$629K Sell
9,572
-309
-3% -$19.4K 0.07% 119
2022
Q3 		$555K Hold
9,881
– – 0.07% 118
2022
Q2 		$620K Buy
9,881
+450
+5% +$30.7K 0.07% 118
2022
Q1 		$695K Buy
9,431
+2,288
+32% +$172K 0.08% 108
2021
Q4 		$568K Buy
7,143
+1,466
+26% +$117K 0.06% 117
2021
Q3 		$445K Buy
5,677
+779
+16% +$62.5K 0.06% 126
2021
Q2 		$387K Sell
4,898
-221
-4% -$17.6K 0.05% 132
2021
Q1 		$389K Sell
5,119
-30
-0.6% -$2.26K 0.06% 128
2020
Q4 		$376K Buy
+5,149
New +$352K 0.06% 124

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

Bell Bank's ESGD Position: Q2 2026 in Review

Bell Bank reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.9% in Q2 2026, selling an estimated $9.24K and leaving 4,642 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #132.

Bell Bank first reported a position in ESGD in Q4 2020 and has held it in 21 quarters since. The position peaked at $724K in Q1 2024. 172 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Bell Bank held 4,642 shares of iShares ESG Aware MSCI EAFE ETF worth $477K as of Q2 2026.
  • Bell Bank sold 91 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $9.24K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Bell Bank's portfolio in Q2 2026, its #132 holding.
  • Bell Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • Bell Bank's iShares ESG Aware MSCI EAFE ETF position peaked at $724K in Q1 2024.
  • 172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.