DI
ESGD icon

DDFG Inc’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

DDFG Inc’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 		$566K Hold
5,488
– – 0.11% 54
2026
Q2 		$564K Buy
5,488
+106
+2% +$10.8K 0.11% 58
2026
Q1 		$515K Buy
5,382
+234
+5% +$23.2K 0.11% 55
2025
Q4 		$490K Sell
5,148
-43
-0.8% -$4.05K 0.11% 54
2025
Q3 		$483K Buy
5,191
+537
+12% +$48.6K 0.11% 55
2025
Q2 		$415K Hold
4,654
– – 0.1% 54
2025
Q1 		$380K Sell
4,654
-1
-0% -$81 0.11% 53
2024
Q4 		$354K Sell
4,655
-254
-5% -$20.2K 0.1% 58
2024
Q3 		$413K Sell
4,909
-157
-3% -$12.7K 0.12% 56
2024
Q2 		$399K Sell
5,066
-352
-6% -$28K 0.12% 56
2024
Q1 		$433K Buy
5,418
+1,056
+24% +$80.9K 0.14% 50
2023
Q4 		$329K Buy
4,362
+111
+3% +$7.86K 0.11% 55
2023
Q3 		$294K Buy
4,251
+1,038
+32% +$74.7K 0.11% 56
2023
Q2 		$234K Buy
3,213
+5
+0.2% +$365 0.09% 63
2023
Q1 		$230K Sell
3,208
-193
-6% -$13.5K 0.09% 61
2022
Q4 		$224K Buy
+3,401
New +$214K 0.09% 63

Other funds holding ESGD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

DDFG Inc's ESGD Position: Q3 2026 in Review

DDFG Inc held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 5,488 shares worth $566K. The position accounts for 0.11% of the portfolio, ranked #54.

DDFG Inc first reported a position in ESGD in Q4 2022 and has held it in 16 quarters since. 374 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • DDFG Inc held 5,488 shares of iShares ESG Aware MSCI EAFE ETF worth $566K as of Q3 2026.
  • DDFG Inc left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of DDFG Inc's portfolio in Q3 2026, its #54 holding.
  • DDFG Inc first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • 374 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.