Diversified Enterprises
ESGD icon

Diversified Enterprises’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Diversified Enterprises’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 		$1.1M Sell
10,687
-604
-5% -$63.4K 0.05% 162
2026
Q2 		$1.16M Buy
11,291
+76
+0.7% +$7.72K 0.06% 143
2026
Q1 		$1.07M Buy
11,215
+25
+0.2% +$2.47K 0.06% 147
2025
Q4 		$1.06M Buy
11,190
+1
+0% +$94 0.06% 127
2025
Q3 		$1.04M Sell
11,189
-52
-0.5% -$4.7K 0.07% 98
2025
Q2 		$1M Buy
11,241
+396
+4% +$33.8K 0.07% 97
2025
Q1 		$886K Buy
10,845
+1,502
+16% +$121K 0.07% 101
2024
Q4 		$711K Sell
9,343
-5,700
-38% -$454K 0.07% 102
2024
Q3 		$1.27M Buy
+15,043
New +$1.22M 0.14% 65

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IMPACTfolio
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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
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

Diversified Enterprises's ESGD Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.3% in Q3 2026, selling an estimated $63.4K and leaving 10,687 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #162.

Diversified Enterprises first reported a position in ESGD in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q3 2024. 344 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Diversified Enterprises held 10,687 shares of iShares ESG Aware MSCI EAFE ETF worth $1.1M as of Q3 2026.
  • Diversified Enterprises sold 604 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $63.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Diversified Enterprises's portfolio in Q3 2026, its #162 holding.
  • Diversified Enterprises first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 9 quarters since.
  • Diversified Enterprises's iShares ESG Aware MSCI EAFE ETF position peaked at $1.27M in Q3 2024.
  • 344 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.