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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
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
I
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

DDFG Inc's ESGD Position: Q2 2026 in Review

DDFG Inc increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2% in Q2 2026, buying an estimated $10.8K and bringing the position to 5,488 shares worth $564K. The position accounts for 0.11% of the portfolio, ranked #58.

DDFG Inc first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 393 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • DDFG Inc held 5,488 shares of iShares ESG Aware MSCI EAFE ETF worth $564K as of Q2 2026.
  • DDFG Inc bought 106 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $10.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.11% of DDFG Inc's portfolio in Q2 2026, its #58 holding.
  • DDFG Inc first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 393 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.