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Canandaigua National Bank & Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Canandaigua National Bank & Trust’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 		$3.86M Buy
37,500
+263
+0.7% +$27.6K 0.34% 61
2026
Q2 		$3.83M Buy
+37,237
New +$3.78M 0.32% 67
2025
Q4 		$3.67M Buy
38,564
+233
+0.6% +$22K 0.33% 63
2025
Q3 		$3.56M Sell
38,331
-1,645
-4% -$149K 0.31% 67
2025
Q2 		$3.57M Sell
39,976
-1,942
-5% -$166K 0.33% 67
2025
Q1 		$3.42M Sell
41,918
-259
-0.6% -$20.9K 0.34% 68
2024
Q4 		$3.21M Sell
42,177
-1,775
-4% -$141K 0.32% 76
2024
Q3 		$3.7M Buy
+43,952
New +$3.55M 0.35% 70
2019
Q1 		– Sell
-6,154
Closed -$353K – 292
2018
Q4 		$353K Buy
+6,154
New +$374K 0.07% 180

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Canandaigua National Bank & Trust's ESGD Position: Q3 2026 in Review

Canandaigua National Bank & Trust increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.71% in Q3 2026, buying an estimated $27.6K and bringing the position to 37,500 shares worth $3.86M. The position accounts for 0.34% of the portfolio, ranked #61.

Canandaigua National Bank & Trust first reported a position in ESGD in Q4 2018 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Canandaigua National Bank & Trust held 37,500 shares of iShares ESG Aware MSCI EAFE ETF worth $3.86M as of Q3 2026.
  • Canandaigua National Bank & Trust bought 263 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $27.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.34% of Canandaigua National Bank & Trust's portfolio in Q3 2026, its #61 holding.
  • Canandaigua National Bank & Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 9 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.