Birchbrook
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
Q3 		$2.02M Sell
19,556
-20
-0.1% -$2.1K 0.97% 23
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Birchbrook's ESGD Position: Q3 2026 in Review

Birchbrook reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.1% in Q3 2026, selling an estimated $2.1K and leaving 19,556 shares worth $2.02M. The position accounts for 0.97% of the portfolio, ranked #23.

Birchbrook first reported a position in ESGD in Q4 2023 and has held it in 12 quarters since. 344 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Birchbrook held 19,556 shares of iShares ESG Aware MSCI EAFE ETF worth $2.02M as of Q3 2026.
  • Birchbrook sold 20 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $2.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.97% of Birchbrook's portfolio in Q3 2026, its #23 holding.
  • Birchbrook first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • 344 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.