BSW Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

BSW Wealth Partners’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	$5.74M	Buy	55,813 +387	+0.7%	+$39.3K	0.64%	27
2026 Q1	$5.3M	Sell	55,426 -1,647	-3%	-$163K	0.65%	29
2025 Q4	$5.43M	Sell	57,073 -373	-0.6%	-$35.2K	0.65%	30
2025 Q3	$5.34M	Sell	57,446 -4,084	-7%	-$370K	0.67%	28
2025 Q2	$5.49M	Sell	61,530 -7,599	-11%	-$648K	0.75%	26
2025 Q1	$5.65M	Sell	69,129 -6,633	-9%	-$535K	0.86%	23
2024 Q4	$5.77M	Buy	75,762 +841	+1%	+$66.9K	0.85%	24
2024 Q3	$6.31M	Sell	74,921 -572	-0.8%	-$46.2K	0.95%	19
2024 Q2	$5.95M	Sell	75,493 -9,195	-11%	-$730K	0.98%	19
2024 Q1	$6.77M	Sell	84,688 -4,671	-5%	-$358K	1.15%	19
2023 Q4	$6.75M	Sell	89,359 -2,814	-3%	-$199K	1.34%	13
2023 Q3	$6.37M	Sell	92,173 -3,750	-4%	-$270K	1.42%	12
2023 Q2	$7M	Sell	95,923 -4,358	-4%	-$318K	1.46%	13
2023 Q1	$7.2M	Sell	100,281 -1,539	-2%	-$108K	1.48%	13
2022 Q4	$6.69M	Buy	101,820 +67,002	+192%	+$4.21M	1.44%	14
2022 Q3	$1.95M	Hold	34,818	–	–	0.48%	28
2022 Q2	$2.19M	Hold	34,818	–	–	0.52%	29
2022 Q1	$2.57M	Sell	34,818 -2,364	-6%	-$178K	0.65%	23
2021 Q4	$2.95M	Buy	37,182 +2,364	+7%	+$188K	0.74%	24
2021 Q3	$2.73M	Hold	34,818	–	–	0.76%	23
2021 Q2	$2.75M	Sell	34,818 -5,500	-14%	-$438K	0.76%	22
2021 Q1	$3.06M	Hold	40,318	–	–	0.88%	20
2020 Q4	$2.94M	Hold	40,318	–	–	0.91%	19
2020 Q3	$2.56M	Sell	40,318 -775	-2%	-$49.5K	0.96%	19
2020 Q2	$2.49M	Sell	41,093 -949	-2%	-$54.5K	0.83%	26
2020 Q1	$2.23M	Sell	42,042 -14,318	-25%	-$901K	0.93%	25
2019 Q4	$3.87M	Buy	56,360 +7	+0%	+$466	1.32%	19
2019 Q3	$3.61M	Sell	56,353 -1,516	-3%	-$95.9K	1.39%	18
2019 Q2	$3.72M	Hold	57,869	–	–	1.41%	18
2019 Q1	$3.66M	Sell	57,869 -107,676	-65%	-$6.61M	1.45%	18
2018 Q4	$9.5M	Buy	+165,545	New	+$10.1M	3.59%	7

Other funds holding ESGD

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BSW Wealth Partners's ESGD Position: Q2 2026 in Review

BSW Wealth Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.7% in Q2 2026, buying an estimated $39.3K and bringing the position to 55,813 shares worth $5.74M. The position accounts for 0.64% of the portfolio, ranked #27.

BSW Wealth Partners first reported a position in ESGD in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.5M in Q4 2018. 316 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

BSW Wealth Partners held 55,813 shares of iShares ESG Aware MSCI EAFE ETF worth $5.74M as of Q2 2026.
BSW Wealth Partners bought 387 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $39.3K.
iShares ESG Aware MSCI EAFE ETF made up 0.64% of BSW Wealth Partners's portfolio in Q2 2026, its #27 holding.
BSW Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
BSW Wealth Partners's iShares ESG Aware MSCI EAFE ETF position peaked at $9.5M in Q4 2018.
316 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.