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BFSG LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

BFSG LLC’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 		$80.5K Hold
783
– – 0.01% 393
2026
Q1 		$74.9K Hold
783
– – 0.01% 390
2025
Q4 		$74.5K Hold
783
– – 0.01% 369
2025
Q3 		$72.8K Sell
783
-75
-9% -$6.79K 0.01% 377
2025
Q2 		$76.6K Hold
858
– – 0.01% 355
2025
Q1 		$70.1K Sell
858
-256
-23% -$20.7K 0.01% 347
2024
Q4 		$84.8K Hold
1,114
– – 0.01% 329
2024
Q3 		$93.8K Hold
1,114
– – 0.01% 334
2024
Q2 		$87.8K Hold
1,114
– – 0.01% 321
2024
Q1 		$89K Hold
1,114
– – 0.01% 328
2023
Q4 		$84.2K Buy
+1,114
New +$78.9K 0.01% 314

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

BFSG LLC's ESGD Position: Q2 2026 in Review

BFSG LLC held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 783 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #393.

BFSG LLC first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. The position peaked at $93.8K in Q3 2024. 196 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • BFSG LLC held 783 shares of iShares ESG Aware MSCI EAFE ETF worth $80.5K as of Q2 2026.
  • BFSG LLC left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #393 holding.
  • BFSG LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $93.8K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.