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DWR Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

DWR Wealth Management’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 		$482K Buy
4,706
+123
+3% +$12.5K 0.36% 34
2026
Q1 		$424K Buy
4,583
+1,826
+66% +$181K 0.37% 34
2025
Q4 		$263K Buy
+2,757
New +$260K 0.24% 45

Other funds holding ESGD

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
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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

DWR Wealth Management's ESGD Position: Q2 2026 in Review

DWR Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.7% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,706 shares worth $482K. The position accounts for 0.36% of the portfolio, ranked #34.

DWR Wealth Management first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • DWR Wealth Management held 4,706 shares of iShares ESG Aware MSCI EAFE ETF worth $482K as of Q2 2026.
  • DWR Wealth Management bought 123 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $12.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.36% of DWR Wealth Management's portfolio in Q2 2026, its #34 holding.
  • DWR Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.