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

Concurrent Investment 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	$1.04M	Buy	10,155 +2,375	+31%	+$241K	0.01%	986
2026 Q1	$744K	Buy	7,780 +3,692	+90%	+$365K	0.01%	1019
2025 Q4	$389K	Buy	4,088 +1,177	+40%	+$111K	﹤0.01%	1259
2025 Q3	$271K	Sell	2,911 -94	-3%	-$8.51K	﹤0.01%	1199
2025 Q2	$268K	Buy	+3,005	New	+$256K	0.01%	1117

Other funds holding ESGD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BDFN

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

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Concurrent Investment Advisors's ESGD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 31% in Q2 2026, buying an estimated $241K and bringing the position to 10,155 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #986.

Concurrent Investment Advisors first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Concurrent Investment Advisors held 10,155 shares of iShares ESG Aware MSCI EAFE ETF worth $1.04M as of Q2 2026.
Concurrent Investment Advisors bought 2,375 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $241K.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #986 holding.
Concurrent Investment Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.