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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
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

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Elevation Wealth Partners's ESGD Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.9% in Q2 2026, buying an estimated $34K and bringing the position to 17,841 shares worth $1.83M. The position accounts for 0.55% of the portfolio, ranked #35.

Elevation Wealth Partners first reported a position in ESGD in Q1 2023 and has held it in 14 quarters since. 318 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Elevation Wealth Partners held 17,841 shares of iShares ESG Aware MSCI EAFE ETF worth $1.83M as of Q2 2026.
  • Elevation Wealth Partners bought 335 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $34K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.55% of Elevation Wealth Partners's portfolio in Q2 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 14 quarters since.
  • 318 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

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