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Caliber Wealth Management (Kansas)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.57M Buy
15,296
+498
+3% +$50.6K 0.15% 115
2026
Q1 		$1.41M Buy
14,798
+563
+4% +$55.7K 0.15% 116
2025
Q4 		$1.35M Buy
14,235
+118
+0.8% +$11.1K 0.15% 121
2025
Q3 		$1.31M Buy
14,117
+171
+1% +$15.5K 0.15% 123
2025
Q2 		$1.24M Buy
+13,946
New +$1.19M 0.13% 131

Other funds holding ESGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Caliber Wealth Management (Kansas)'s ESGD Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.4% in Q2 2026, buying an estimated $50.6K and bringing the position to 15,296 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #115.

Caliber Wealth Management (Kansas) first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 15,296 shares of iShares ESG Aware MSCI EAFE ETF worth $1.57M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 498 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $50.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.15% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #115 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 449 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.