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Clarity Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Clarity Asset 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 		$210K Buy
2,041
+98
+5% +$9.96K 0.1% 65
2026
Q1 		$186K Sell
1,943
-19
-1% -$1.88K 0.09% 72
2025
Q4 		$187K Sell
1,962
-757
-28% -$71.4K 0.1% 40
2025
Q3 		$253K Sell
2,719
-4
-0.1% -$362 0.14% 36
2025
Q2 		$243K Buy
2,723
+43
+2% +$3.67K 0.15% 36
2025
Q1 		$219K Sell
2,680
-6,499
-71% -$524K 0.14% 33
2024
Q4 		$699K Sell
9,179
-93
-1% -$7.4K 0.46% 20
2024
Q3 		$780K Sell
9,272
-65,231
-88% -$5.27M 0.54% 18
2024
Q2 		$5.87M Sell
74,503
-58,047
-44% -$4.61M 4.17% 7
2024
Q1 		$10.6M Sell
132,550
-220
-0.2% -$16.9K 7.32% 6
2023
Q4 		$10M Buy
+132,770
New +$9.4M 7.93% 5

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
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

Clarity Asset Management's ESGD Position: Q2 2026 in Review

Clarity Asset Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5% in Q2 2026, buying an estimated $9.96K and bringing the position to 2,041 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #65.

Clarity Asset Management first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q1 2024. 176 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Clarity Asset Management held 2,041 shares of iShares ESG Aware MSCI EAFE ETF worth $210K as of Q2 2026.
  • Clarity Asset Management bought 98 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $9.96K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.1% of Clarity Asset Management's portfolio in Q2 2026, its #65 holding.
  • Clarity Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Clarity Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $10.6M in Q1 2024.
  • 176 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.