CT
ESGD icon

Coastline Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Coastline Trust’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
Q3 		$1.45M Sell
14,065
-1,932
-12% -$203K 0.14% 96
2026
Q2 		$1.64M Buy
15,997
+496
+3% +$50.4K 0.15% 101
2026
Q1 		$1.48M Buy
15,501
+806
+5% +$79.8K 0.15% 100
2025
Q4 		$1.4M Buy
14,695
+315
+2% +$29.7K 0.13% 109
2025
Q3 		$1.34M Buy
14,380
+677
+5% +$61.3K 0.14% 109
2025
Q2 		$1.22M Buy
13,703
+1,258
+10% +$107K 0.14% 112
2025
Q1 		$1.02M Buy
12,445
+69
+0.6% +$5.57K 0.13% 125
2024
Q4 		$942K Buy
12,376
+1,134
+10% +$90.2K 0.11% 129
2024
Q3 		$946K Buy
11,242
+2,171
+24% +$175K 0.11% 129
2024
Q2 		$715K Buy
9,071
+339
+4% +$26.9K 0.08% 151
2024
Q1 		$698K Buy
8,732
+1,340
+18% +$103K 0.08% 152
2023
Q4 		$558K Buy
+7,392
New +$523K 0.07% 180
2022
Q1 		– Sell
-2,684
Closed -$214K – 326
2021
Q4 		$214K Buy
+2,684
New +$214K 0.02% 321

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Coastline Trust's ESGD Position: Q3 2026 in Review

Coastline Trust reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 12% in Q3 2026, selling an estimated $203K and leaving 14,065 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #96.

Coastline Trust first reported a position in ESGD in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.64M in Q2 2026. 104 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Coastline Trust held 14,065 shares of iShares ESG Aware MSCI EAFE ETF worth $1.45M as of Q3 2026.
  • Coastline Trust sold 1,932 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $203K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.14% of Coastline Trust's portfolio in Q3 2026, its #96 holding.
  • Coastline Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 13 quarters since.
  • Coastline Trust's iShares ESG Aware MSCI EAFE ETF position peaked at $1.64M in Q2 2026.
  • 104 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.