EF
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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
Q3 		$439K Buy
4,264
+30
+0.7% +$3.15K 0.2% 39
2026
Q2 		$435K Buy
+4,234
New +$430K 0.2% 41

Other funds holding ESGD

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KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Envision Financial's ESGD Position: Q3 2026 in Review

Envision Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.71% in Q3 2026, buying an estimated $3.15K and bringing the position to 4,264 shares worth $439K. The position accounts for 0.2% of the portfolio, ranked #39.

Envision Financial first reported a position in ESGD in Q2 2026 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Envision Financial held 4,264 shares of iShares ESG Aware MSCI EAFE ETF worth $439K as of Q3 2026.
  • Envision Financial bought 30 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $3.15K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.2% of Envision Financial's portfolio in Q3 2026, its #39 holding.
  • Envision Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.