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Cassilly Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Cassilly Financial Group’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 		$385K Buy
3,740
+29
+0.8% +$3.04K 0.26% 58
2026
Q2 		$382K Buy
+3,711
New +$377K 0.28% 55

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Cassilly Financial Group's ESGD Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.78% in Q3 2026, buying an estimated $3.04K and bringing the position to 3,740 shares worth $385K. The position accounts for 0.26% of the portfolio, ranked #58.

Cassilly Financial Group first reported a position in ESGD in Q2 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Cassilly Financial Group held 3,740 shares of iShares ESG Aware MSCI EAFE ETF worth $385K as of Q3 2026.
  • Cassilly Financial Group bought 29 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $3.04K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.26% of Cassilly Financial Group's portfolio in Q3 2026, its #58 holding.
  • Cassilly Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.