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Cambridge Financial Group (Arizona)’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cambridge Financial Group (Arizona)’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 		$1.09M Sell
10,576
-299
-3% -$30.4K 0.34% 56
2026
Q1 		$1.04M Sell
10,875
-1,236
-10% -$122K 0.35% 57
2025
Q4 		$941K Buy
12,111
+636
+6% +$60K 0.33% 61
2025
Q3 		$1.07M Buy
11,475
+27
+0.2% +$2.44K 0.34% 58
2025
Q2 		$1.02M Sell
11,448
-123
-1% -$10.5K 0.38% 51
2025
Q1 		$946K Sell
11,571
-76
-0.7% -$6.13K 0.4% 52
2024
Q4 		$887K Sell
11,647
-411
-3% -$32.7K 0.38% 51
2024
Q3 		$1.01M Sell
12,058
-736
-6% -$59.5K 0.42% 54
2024
Q2 		$1.01M Sell
12,794
-624
-5% -$49.6K 0.46% 48
2024
Q1 		$1.07M Sell
13,418
-195
-1% -$14.9K 0.51% 46
2023
Q4 		$1.03M Buy
+13,613
New +$964K 0.54% 45

Other funds holding ESGD

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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s ESGD Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.7% in Q2 2026, selling an estimated $30.4K and leaving 10,576 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #56.

Cambridge Financial Group (Arizona) first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 262 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 10,576 shares of iShares ESG Aware MSCI EAFE ETF worth $1.09M as of Q2 2026.
  • Cambridge Financial Group (Arizona) sold 299 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $30.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.34% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #56 holding.
  • Cambridge Financial Group (Arizona) first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.