Envision Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Envision Financial’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	$435K	Buy	+4,234	New	+$430K	0.2%	41

Other funds holding ESGD

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envision Financial's ESGD Position: Q2 2026 in Review

Envision Financial opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 4,234 shares worth $435K. The stake represents 0.2% of the portfolio and ranks #41 among its holdings.

158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Envision Financial held 4,234 shares of iShares ESG Aware MSCI EAFE ETF worth $435K as of Q2 2026.
iShares ESG Aware MSCI EAFE ETF was a new Envision Financial position in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.2% of Envision Financial's portfolio in Q2 2026, its #41 holding.
158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.