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

Empirical 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 Q3	$29.8M	Buy	288,703 +6,491	+2%	+$681K	0.4%	44
2026 Q2	$29M	Buy	282,212 +395	+0.1%	+$40.1K	0.42%	44
2026 Q1	$26.9M	Sell	281,817 -261	-0.1%	-$25.8K	0.47%	38
2025 Q4	$26.8M	Sell	282,078 -1,781	-0.6%	-$168K	0.48%	38
2025 Q3	$26.4M	Buy	283,859 +995	+0.4%	+$90K	0.53%	36
2025 Q2	$25.2M	Sell	282,864 -8,084	-3%	-$689K	0.57%	32
2025 Q1	$23.8M	Sell	290,948 -4,119	-1%	-$332K	0.61%	29
2024 Q4	$22.5M	Buy	295,067 +5,801	+2%	+$462K	0.61%	30
2024 Q3	$24.3M	Sell	289,266 -15,495	-5%	-$1.25M	0.68%	27
2024 Q2	$24M	Sell	304,761 -12,836	-4%	-$1.02M	0.71%	28
2024 Q1	$25.4M	Buy	317,597 +13,263	+4%	+$1.02M	0.77%	25
2023 Q4	$23M	Buy	304,334 +10,192	+3%	+$722K	0.76%	25
2023 Q3	$20.3M	Buy	294,142 +7,285	+3%	+$524K	0.8%	24
2023 Q2	$20.9M	Buy	286,857 +24,411	+9%	+$1.78M	0.84%	27
2023 Q1	$18.9M	Buy	262,446 +4,703	+2%	+$330K	0.82%	27
2022 Q4	$16.9M	Buy	257,743 +47,864	+23%	+$3.01M	0.8%	27
2022 Q3	$11.8M	Buy	209,879 +55,320	+36%	+$3.47M	0.62%	33
2022 Q2	$9.7M	Sell	154,559 -22,477	-13%	-$1.53M	0.51%	40
2022 Q1	$13.1M	Buy	177,036 +21,060	+14%	+$1.59M	0.65%	31
2021 Q4	$12.4M	Buy	155,976 +27,539	+21%	+$2.19M	0.62%	36
2021 Q3	$10.1M	Buy	128,437 +17,831	+16%	+$1.43M	0.57%	33
2021 Q2	$8.74M	Buy	110,606 +21,147	+24%	+$1.68M	0.53%	38
2021 Q1	$6.79M	Buy	89,459 +12,885	+17%	+$970K	0.54%	34
2020 Q4	$5.59M	Buy	76,574 +18,461	+32%	+$1.26M	0.43%	43
2020 Q3	$3.69M	Buy	58,113 +12,560	+28%	+$802K	0.32%	52
2020 Q2	$2.76M	Buy	45,553 +26,523	+139%	+$1.52M	0.26%	60
2020 Q1	$1.01M	Buy	19,030 +6,164	+48%	+$388K	0.11%	111
2019 Q4	$884K	Buy	+12,866	New	+$857K	0.1%	135

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Empirical Wealth Management's ESGD Position: Q3 2026 in Review

Empirical Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.3% in Q3 2026, buying an estimated $681K and bringing the position to 288,703 shares worth $29.8M. The position accounts for 0.4% of the portfolio, ranked #44.

Empirical Wealth Management first reported a position in ESGD in Q4 2019 and has held it in 28 quarters since. 296 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

Empirical Wealth Management held 288,703 shares of iShares ESG Aware MSCI EAFE ETF worth $29.8M as of Q3 2026.
Empirical Wealth Management bought 6,491 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $681K.
iShares ESG Aware MSCI EAFE ETF made up 0.4% of Empirical Wealth Management's portfolio in Q3 2026, its #44 holding.
Empirical Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2019 and has held it in 28 quarters since.
296 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.