EWM
ESGD icon

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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
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

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

Empirical Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.14% in Q2 2026, buying an estimated $40.1K and bringing the position to 282,212 shares worth $29M. The position accounts for 0.42% of the portfolio, ranked #44.

Empirical Wealth Management first reported a position in ESGD in Q4 2019 and has held it in 27 quarters since. 337 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Empirical Wealth Management held 282,212 shares of iShares ESG Aware MSCI EAFE ETF worth $29M as of Q2 2026.
  • Empirical Wealth Management bought 395 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $40.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.42% of Empirical Wealth Management's portfolio in Q2 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 27 quarters since.
  • 337 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.