Connecticut Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Connecticut Wealth 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	$291K	Buy	2,835 +5	+0.2%	+$508	0.01%	296
2026 Q1	$271K	Sell	2,830 -13	-0.5%	-$1.29K	0.01%	288
2025 Q4	$270K	Sell	2,843 -519	-15%	-$48.9K	0.01%	278
2025 Q3	$313K	Sell	3,362 -19,372	-85%	-$1.75M	0.01%	268
2025 Q2	$2.03M	Buy	22,734 +34	+0.1%	+$2.9K	0.1%	94
2025 Q1	$1.85M	Hold	22,700	–	–	0.1%	101
2024 Q4	$1.73M	Sell	22,700 -3,598	-14%	-$286K	0.08%	90
2024 Q3	$2.21M	Hold	26,298	–	–	0.11%	95
2024 Q2	$2.07M	Buy	26,298 +100	+0.4%	+$7.94K	0.11%	97
2024 Q1	$2.09M	Hold	26,198	–	–	0.11%	91
2023 Q4	$1.98M	Buy	26,198 +61	+0.2%	+$4.32K	0.11%	89
2023 Q3	$1.81M	Sell	26,137 -228	-0.9%	-$16.4K	0.12%	83
2023 Q2	$1.92M	Buy	26,365 +93	+0.4%	+$6.78K	0.13%	72
2023 Q1	$1.89M	Buy	26,272 +6,300	+32%	+$442K	0.14%	68
2022 Q4	$1.31M	Sell	19,972 -488	-2%	-$30.6K	0.11%	67
2022 Q3	$1.15M	Sell	20,460 -2	-0%	-$125	0.11%	72
2022 Q2	$1.28M	Sell	20,462 -1,463	-7%	-$99.8K	0.11%	71
2022 Q1	$1.62M	Buy	21,925 +2,591	+13%	+$195K	0.12%	68
2021 Q4	$1.54M	Buy	19,334 +247	+1%	+$19.7K	0.12%	70
2021 Q3	$1.5M	Hold	19,087	–	–	0.13%	69
2021 Q2	$1.51M	Buy	+19,087	New	+$1.52M	0.13%	68
2020 Q4	–	Sell	-18,686	Closed	-$1.19M	–	195
2020 Q3	$1.19M	Buy	+18,686	New	+$1.19M	0.13%	74
2020 Q2	–	Sell	-18,511	Closed	-$984K	–	138
2020 Q1	$984K	Hold	18,511	–	–	0.15%	69
2019 Q4	$1.27M	Sell	18,511 -241	-1%	-$16.1K	0.14%	73
2019 Q3	$1.2M	Hold	18,752	–	–	0.15%	76
2019 Q2	$1.21M	Sell	18,752 -11,586	-38%	-$740K	0.15%	71
2019 Q1	$1.92M	Buy	30,338 +1,048	+4%	+$64.3K	0.66%	17
2018 Q4	$1.68M	Buy	29,290 +21,560	+279%	+$1.31M	0.73%	16
2018 Q3	$513K	Buy	7,730 +3,933	+104%	+$258K	0.23%	38
2018 Q2	$245K	Buy	+3,797	New	+$257K	0.12%	58

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

Connecticut Wealth Management's ESGD Position: Q2 2026 in Review

Connecticut Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.18% in Q2 2026, buying an estimated $508 and bringing the position to 2,835 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #296.

Connecticut Wealth Management first reported a position in ESGD in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.21M in Q3 2024. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Connecticut Wealth Management held 2,835 shares of iShares ESG Aware MSCI EAFE ETF worth $291K as of Q2 2026.
Connecticut Wealth Management bought 5 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $508.
iShares ESG Aware MSCI EAFE ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #296 holding.
Connecticut Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and has held it in 30 quarters since.
Connecticut Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $2.21M in Q3 2024.
373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.