Center for Financial Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Center for Financial Planning’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	$56.4K	Hold	549	–	–	0.01%	301
2026 Q1	$52.5K	Hold	549	–	–	0.01%	294
2025 Q4	$52.2K	Hold	549	–	–	0.01%	290
2025 Q3	$51K	Hold	549	–	–	0.01%	299
2025 Q2	$49K	Hold	549	–	–	0.01%	299
2025 Q1	$44.8K	Buy	549 +4	+0.7%	+$323	0.01%	292
2024 Q4	$41.5K	Hold	545	–	–	0.01%	286
2024 Q3	$45.9K	Hold	545	–	–	0.01%	268
2024 Q2	$42.9K	Hold	545	–	–	0.01%	256
2024 Q1	$43.6K	Hold	545	–	–	0.01%	255
2023 Q4	$41.2K	Hold	545	–	–	0.01%	244
2023 Q3	$37.7K	Hold	545	–	–	0.01%	239
2023 Q2	$39.7K	Hold	545	–	–	0.01%	254
2023 Q1	$39.2K	Hold	545	–	–	0.01%	242
2022 Q4	$35.8K	Hold	545	–	–	0.01%	247
2022 Q3	$31K	Hold	545	–	–	0.01%	253
2022 Q2	$34K	Hold	545	–	–	0.01%	245
2022 Q1	$40K	Buy	545 +5	+0.9%	+$377	0.01%	248
2021 Q4	$43K	Sell	540 -45	-8%	-$3.58K	0.01%	246
2021 Q3	$46K	Hold	585	–	–	0.01%	228
2021 Q2	$46K	Hold	585	–	–	0.01%	228
2021 Q1	$44K	Buy	+585	New	+$44.1K	0.01%	219

Other funds holding ESGD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Center for Financial Planning's ESGD Position: Q2 2026 in Review

Center for Financial Planning held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 549 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #301.

Center for Financial Planning first reported a position in ESGD in Q1 2021 and has held it in 22 quarters since. 516 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Center for Financial Planning held 549 shares of iShares ESG Aware MSCI EAFE ETF worth $56.4K as of Q2 2026.
Center for Financial Planning left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #301 holding.
Center for Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.