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ESGD icon

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

Birchbrook’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 		$2.01M Buy
19,576
+7
+0% +$711 0.94% 23
2026
Q1 		$1.87M Sell
19,569
-416
-2% -$41.2K 0.92% 22
2025
Q4 		$1.9M Buy
19,985
+1,290
+7% +$122K 0.95% 23
2025
Q3 		$1.74M Sell
18,695
-4
-0% -$362 0.9% 24
2025
Q2 		$1.67M Sell
18,699
-22
-0.1% -$1.88K 0.89% 24
2025
Q1 		$1.53M Buy
18,721
+648
+4% +$52.3K 0.86% 24
2024
Q4 		$1.38M Buy
18,073
+63
+0.3% +$5.01K 0.78% 29
2024
Q3 		$1.52M Buy
18,010
+400
+2% +$32.3K 0.84% 27
2024
Q2 		$1.39M Buy
17,610
+184
+1% +$14.6K 0.83% 26
2024
Q1 		$1.39M Buy
17,426
+1,261
+8% +$96.6K 0.83% 27
2023
Q4 		$1.22M Buy
+16,165
New +$1.14M 0.81% 28

Other funds holding ESGD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Birchbrook's ESGD Position: Q2 2026 in Review

Birchbrook increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.04% in Q2 2026, buying an estimated $711 and bringing the position to 19,576 shares worth $2.01M. The position accounts for 0.94% of the portfolio, ranked #23.

Birchbrook first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Birchbrook held 19,576 shares of iShares ESG Aware MSCI EAFE ETF worth $2.01M as of Q2 2026.
  • Birchbrook bought 7 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $711.
  • iShares ESG Aware MSCI EAFE ETF made up 0.94% of Birchbrook's portfolio in Q2 2026, its #23 holding.
  • Birchbrook first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.