CFM Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

CFM Wealth Partners’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	$2.4M	Sell	23,352 -175	-0.7%	-$17.8K	0.31%	61
2026 Q1	$2.25M	Hold	23,527	–	–	0.34%	58
2025 Q4	$2.24M	Sell	23,527 -525	-2%	-$49.5K	0.32%	55
2025 Q3	$2.24M	Buy	24,052 +1,456	+6%	+$132K	0.32%	54
2025 Q2	$2.02M	Sell	22,596 -2,041	-8%	-$174K	0.32%	55
2025 Q1	$2.01M	Buy	24,637 +975	+4%	+$78.7K	0.35%	55
2024 Q4	$1.8M	Buy	23,662 +478	+2%	+$38K	0.3%	58
2024 Q3	$1.95M	Buy	23,184 +10	+0%	+$808	0.34%	58
2024 Q2	$1.83M	Sell	23,174 -249	-1%	-$19.8K	0.34%	58
2024 Q1	$1.87M	Buy	23,423 +352	+2%	+$27K	0.38%	60
2023 Q4	$1.74M	Hold	23,071	–	–	0.39%	60
2023 Q3	$1.59M	Hold	23,071	–	–	0.42%	54
2023 Q2	$1.68M	Sell	23,071 -2,817	-11%	-$205K	0.41%	61
2023 Q1	$1.86M	Hold	25,888	–	–	0.5%	54
2022 Q4	$1.7M	Hold	25,888	–	–	0.51%	54
2022 Q3	$1.45M	Buy	25,888 +6,188	+31%	+$388K	0.46%	57
2022 Q2	$1.24M	Buy	+19,700	New	+$1.34M	0.37%	67

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFM Wealth Partners's ESGD Position: Q2 2026 in Review

CFM Wealth Partners reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.74% in Q2 2026, selling an estimated $17.8K and leaving 23,352 shares worth $2.4M. The position accounts for 0.31% of the portfolio, ranked #61.

CFM Wealth Partners first reported a position in ESGD in Q2 2022 and has held it in 17 quarters since. 755 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

CFM Wealth Partners held 23,352 shares of iShares ESG Aware MSCI EAFE ETF worth $2.4M as of Q2 2026.
CFM Wealth Partners sold 175 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $17.8K.
iShares ESG Aware MSCI EAFE ETF made up 0.31% of CFM Wealth Partners's portfolio in Q2 2026, its #61 holding.
CFM Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.