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Elevation Wealth Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Elevation Wealth Partners’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 		$1.99M Buy
19,296
+1,455
+8% +$153K 0.56% 35
2026
Q2 		$1.83M Buy
17,841
+335
+2% +$34K 0.55% 35
2026
Q1 		$1.67M Buy
17,506
+46
+0.3% +$4.55K 0.6% 34
2025
Q4 		$1.66M Buy
17,460
+387
+2% +$36.5K 0.59% 34
2025
Q3 		$1.59M Buy
17,073
+25
+0.1% +$2.26K 0.57% 35
2025
Q2 		$1.52M Buy
17,048
+360
+2% +$30.7K 0.6% 36
2025
Q1 		$1.36M Sell
16,688
-1,262
-7% -$102K 0.59% 33
2024
Q4 		$1.37M Sell
17,950
-3,403
-16% -$271K 0.58% 33
2024
Q3 		$1.8M Buy
21,353
+1,886
+10% +$152K 0.77% 28
2024
Q2 		$1.53M Buy
19,467
+5,076
+35% +$403K 0.73% 30
2024
Q1 		$1.15M Buy
14,391
+3,289
+30% +$252K 0.57% 35
2023
Q4 		$767K Hold
11,102
– – 0.46% 45
2023
Q3 		$767K Buy
11,102
+330
+3% +$23.8K 0.66% 26
2023
Q2 		$786K Buy
10,772
+934
+9% +$68.1K 0.66% 26
2023
Q1 		$707K Buy
+9,838
New +$690K 0.65% 26

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Elevation Wealth Partners's ESGD Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 8.2% in Q3 2026, buying an estimated $153K and bringing the position to 19,296 shares worth $1.99M. The position accounts for 0.56% of the portfolio, ranked #35.

Elevation Wealth Partners first reported a position in ESGD in Q1 2023 and has held it in 15 quarters since. 34 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Elevation Wealth Partners held 19,296 shares of iShares ESG Aware MSCI EAFE ETF worth $1.99M as of Q3 2026.
  • Elevation Wealth Partners bought 1,455 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $153K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.56% of Elevation Wealth Partners's portfolio in Q3 2026, its #35 holding.
  • Elevation Wealth Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2023 and has held it in 15 quarters since.
  • 34 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.