DRP
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Decker Retirement Planning’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Decker Retirement Planning’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 		$4.86M Buy
47,245
+7,986
+20% +$811K 1.65% 14
2026
Q1 		$3.75M Buy
39,259
+2,862
+8% +$283K 1.7% 18
2025
Q4 		$3.46M Buy
36,397
+2,285
+7% +$215K 1.72% 21
2025
Q3 		$3.17M Sell
34,112
-2,155
-6% -$195K 1.74% 20
2025
Q2 		$3.24M Buy
36,267
+36,174
+38,897% +$3.08M 1.87% 18
2025
Q1 		$7.6K Hold
93
– – ﹤0.01% 131
2024
Q4 		$7.08K Buy
+93
New +$7.4K ﹤0.01% 292

Other funds holding ESGD

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Decker Retirement Planning's ESGD Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 20% in Q2 2026, buying an estimated $811K and bringing the position to 47,245 shares worth $4.86M. The position accounts for 1.65% of the portfolio, ranked #14.

Decker Retirement Planning first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Decker Retirement Planning held 47,245 shares of iShares ESG Aware MSCI EAFE ETF worth $4.86M as of Q2 2026.
  • Decker Retirement Planning bought 7,986 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $811K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.65% of Decker Retirement Planning's portfolio in Q2 2026, its #14 holding.
  • Decker Retirement Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.