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ESGD icon

CGN Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

CGN Advisors’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 		$1.7M Sell
16,552
-77
-0.5% -$7.82K 0.12% 149
2026
Q1 		$1.59M Sell
16,629
-458
-3% -$45.3K 0.13% 149
2025
Q4 		$1.62M Buy
17,087
+374
+2% +$35.3K 0.13% 140
2025
Q3 		$1.55M Buy
16,713
+1,090
+7% +$98.6K 0.13% 142
2025
Q2 		$1.39M Sell
15,623
-281
-2% -$24K 0.12% 149
2025
Q1 		$1.3M Sell
15,904
-2,144
-12% -$173K 0.13% 151
2024
Q4 		$1.37M Buy
18,048
+1,117
+7% +$88.9K 0.13% 141
2024
Q3 		$1.43M Buy
16,931
+4,643
+38% +$375K 0.14% 139
2024
Q2 		$968K Buy
12,288
+7,262
+144% +$577K 0.11% 160
2024
Q1 		$402K Buy
5,026
+914
+22% +$70K 0.05% 195
2023
Q4 		$311K Sell
4,112
-1,682
-29% -$119K 0.04% 213
2023
Q3 		$401K Buy
5,794
+2,437
+73% +$175K 0.05% 192
2023
Q2 		$245K Sell
3,357
-477
-12% -$34.8K 0.04% 210
2023
Q1 		$275K Sell
3,834
-57
-1% -$4K 0.04% 201
2022
Q4 		$256K Sell
3,891
-3,984
-51% -$250K 0.05% 203
2022
Q3 		$442K Buy
7,875
+459
+6% +$28.8K 0.11% 170
2022
Q2 		$465K Buy
7,416
+1,605
+28% +$110K 0.13% 162
2022
Q1 		$428K Buy
5,811
+488
+9% +$36.8K 0.11% 164
2021
Q4 		$423K Buy
+5,323
New +$424K 0.11% 160
2021
Q3 		– Sell
-7,529
Closed -$595K – 199
2021
Q2 		$595K Buy
7,529
+150
+2% +$11.9K 0.19% 121
2021
Q1 		$560K Sell
7,379
-586
-7% -$44.1K 0.2% 105
2020
Q4 		$582K Buy
+7,965
New +$544K 0.23% 97

Other funds holding ESGD

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return