Centurion Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Centurion Wealth Management’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	–	Sell	-2,401	Closed	-$230K	–	295
2026 Q1	$230K	Sell	2,401 -7	-0.3%	-$693	0.05%	281
2025 Q4	$229K	Buy	2,408 +103	+4%	+$9.71K	0.05%	275
2025 Q3	$214K	Buy	2,305 +31	+1%	+$2.81K	0.05%	273
2025 Q2	$203K	Buy	+2,274	New	+$194K	0.06%	223
2023 Q4	–	Sell	-3,216	Closed	-$222K	–	173
2023 Q3	$222K	Sell	3,216 -1,087	-25%	-$78.3K	0.11%	136
2023 Q2	$314K	Buy	4,303 +1,198	+39%	+$87.4K	0.15%	106
2023 Q1	$223K	Buy	+3,105	New	+$218K	0.11%	133

Other funds holding ESGD

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Centurion Wealth Management's ESGD Position: Q2 2026 in Review

Centurion Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 2,401 shares — an estimated $230K sold.

Centurion Wealth Management first reported a position in ESGD in Q1 2023 and held it in 7 quarters. The position peaked at $314K in Q2 2023. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Centurion Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Centurion Wealth Management sold 2,401 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $230K.
Centurion Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and held it in 7 quarters.
Centurion Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $314K in Q2 2023.
158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.