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Dynamic Advisor Solutions’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Dynamic Advisor Solutions’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 		$1.15M Sell
11,191
-1,457
-12% -$148K 0.03% 456
2026
Q1 		$1.21M Sell
12,648
-1,100
-8% -$109K 0.04% 422
2025
Q4 		$1.31M Sell
13,748
-11,595
-46% -$1.09M 0.04% 396
2025
Q3 		$2.36M Sell
25,343
-1,539
-6% -$139K 0.07% 284
2025
Q2 		$2.4M Sell
26,882
-4,999
-16% -$426K 0.07% 268
2025
Q1 		$2.6M Sell
31,881
-19,608
-38% -$1.58M 0.09% 236
2024
Q4 		$3.92M Buy
51,489
+1,577
+3% +$125K 0.17% 141
2024
Q3 		$4.2M Sell
49,912
-24,364
-33% -$1.97M 0.13% 191
2024
Q2 		$5.85M Sell
74,276
-6,418
-8% -$510K 0.18% 137
2024
Q1 		$6.45M Buy
80,694
+4,309
+6% +$330K 0.22% 120
2023
Q4 		$5.68M Sell
76,385
-2,348
-3% -$166K 0.21% 129
2023
Q3 		$5.44M Sell
78,733
-211
-0.3% -$15.2K 0.26% 107
2023
Q2 		$5.76M Buy
78,944
+34,739
+79% +$2.53M 0.3% 90
2023
Q1 		$3.18M Buy
44,205
+152
+0.3% +$10.7K 0.19% 150
2022
Q4 		$2.9M Buy
44,053
+248
+0.6% +$15.6K 0.2% 129
2022
Q3 		$2.46M Buy
43,805
+6,224
+17% +$390K 0.19% 131
2022
Q2 		$2.36M Buy
37,581
+759
+2% +$51.8K 0.18% 136
2022
Q1 		$2.71M Buy
36,822
+6,411
+21% +$483K 0.19% 125
2021
Q4 		$2.42M Buy
30,411
+5,602
+23% +$446K 0.17% 140
2021
Q3 		$1.95M Buy
24,809
+4,291
+21% +$344K 0.15% 172
2021
Q2 		$1.62M Buy
20,518
+6,950
+51% +$553K 0.13% 193
2021
Q1 		$1.03M Buy
13,568
+1,717
+14% +$129K 0.1% 240
2020
Q4 		$866K Buy
+11,851
New +$809K 0.08% 265

Other funds holding ESGD

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Dynamic Advisor Solutions's ESGD Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 12% in Q2 2026, selling an estimated $148K and leaving 11,191 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #456.

Dynamic Advisor Solutions first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.45M in Q1 2024. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Dynamic Advisor Solutions held 11,191 shares of iShares ESG Aware MSCI EAFE ETF worth $1.15M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,457 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $148K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #456 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Aware MSCI EAFE ETF position peaked at $6.45M in Q1 2024.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.