CWS Financial Advisors
ESGD icon

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

CWS Financial 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
Q3 		$303K Buy
2,937
+7
+0.2% +$735 0.07% 129
2026
Q2 		$301K Buy
2,930
+197
+7% +$20K 0.07% 130
2026
Q1 		$261K Buy
2,733
+7
+0.3% +$693 0.07% 131
2025
Q4 		$259K Buy
2,726
+54
+2% +$5.09K 0.07% 128
2025
Q3 		$248K Buy
2,672
+6
+0.2% +$543 0.07% 124
2025
Q2 		$238K Buy
2,666
+46
+2% +$3.92K 0.07% 121
2025
Q1 		$214K Buy
+2,620
New +$211K 0.07% 124
2024
Q4 		– Sell
-2,383
Closed -$201K – 127
2024
Q3 		$201K Buy
+2,383
New +$193K 0.07% 118
2022
Q3 		– Sell
-2,276
Closed -$143K – 151
2022
Q2 		$143K Buy
+2,276
New +$155K 0.07% 149

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Eastern Bank
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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

CWS Financial Advisors's ESGD Position: Q3 2026 in Review

CWS Financial Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.24% in Q3 2026, buying an estimated $735 and bringing the position to 2,937 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #129.

CWS Financial Advisors first reported a position in ESGD in Q2 2022 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • CWS Financial Advisors held 2,937 shares of iShares ESG Aware MSCI EAFE ETF worth $303K as of Q3 2026.
  • CWS Financial Advisors bought 7 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $735.
  • iShares ESG Aware MSCI EAFE ETF made up 0.07% of CWS Financial Advisors's portfolio in Q3 2026, its #129 holding.
  • CWS Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2022 and has held it in 9 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.