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

ERn Financial LLC’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 		$1.02M Buy
9,952
+14
+0.1% +$1.42K 0.17% 83
2026
Q1 		$950K Sell
9,938
-204
-2% -$20.2K 0.18% 78
2025
Q4 		$964K Sell
10,142
-126
-1% -$11.9K 0.18% 81
2025
Q3 		$955K Buy
10,268
+355
+4% +$32.1K 0.19% 80
2025
Q2 		$884K Sell
9,913
-615
-6% -$52.4K 0.19% 81
2025
Q1 		$860K Buy
10,528
+363
+4% +$29.3K 0.14% 107
2024
Q4 		$774K Buy
10,165
+623
+7% +$49.6K 0.12% 117
2024
Q3 		$803K Buy
9,542
+1,058
+12% +$85.5K 0.12% 113
2024
Q2 		$668K Buy
8,484
+245
+3% +$19.5K 0.11% 121
2024
Q1 		$658K Buy
8,239
+192
+2% +$14.7K 0.11% 119
2023
Q4 		$596K Buy
8,047
+398
+5% +$28.2K 0.11% 112
2023
Q3 		$529K Buy
7,649
+180
+2% +$13K 0.11% 117
2023
Q2 		$545K Sell
7,469
-868
-10% -$63.3K 0.11% 117
2023
Q1 		$599K Sell
8,337
-45
-0.5% -$3.16K 0.13% 110
2022
Q4 		$551K Buy
8,382
+439
+6% +$27.6K 0.13% 114
2022
Q3 		$446K Buy
7,943
+66
+0.8% +$4.14K 0.11% 114
2022
Q2 		$494K Sell
7,877
-262
-3% -$17.9K 0.12% 110
2022
Q1 		$600K Buy
8,139
+1,713
+27% +$129K 0.13% 97
2021
Q4 		$511K Buy
6,426
+1,331
+26% +$106K 0.11% 100
2021
Q3 		$399K Buy
5,095
+71
+1% +$5.7K 0.1% 98
2021
Q2 		$397K Sell
5,024
-111
-2% -$8.84K 0.14% 72
2021
Q1 		$390K Buy
5,135
+600
+13% +$45.2K 0.15% 66
2020
Q4 		$331K Buy
4,535
+346
+8% +$23.6K 0.14% 67
2020
Q3 		$266K Buy
4,189
+237
+6% +$15.1K 0.12% 67
2020
Q2 		$239K Buy
+3,952
New +$227K 0.12% 67

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
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

ERn Financial LLC's ESGD Position: Q2 2026 in Review

ERn Financial LLC increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.14% in Q2 2026, buying an estimated $1.42K and bringing the position to 9,952 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #83.

ERn Financial LLC first reported a position in ESGD in Q2 2020 and has held it in 25 quarters since. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • ERn Financial LLC held 9,952 shares of iShares ESG Aware MSCI EAFE ETF worth $1.02M as of Q2 2026.
  • ERn Financial LLC bought 14 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.42K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.17% of ERn Financial LLC's portfolio in Q2 2026, its #83 holding.
  • ERn Financial LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • 373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.