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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
Q3 		$1.01M Sell
9,775
-177
-2% -$18.6K 0.16% 82
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

ERn Financial LLC's ESGD Position: Q3 2026 in Review

ERn Financial LLC reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.8% in Q3 2026, selling an estimated $18.6K and leaving 9,775 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #82.

ERn Financial LLC first reported a position in ESGD in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.02M in Q2 2026. 689 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • ERn Financial LLC held 9,775 shares of iShares ESG Aware MSCI EAFE ETF worth $1.01M as of Q3 2026.
  • ERn Financial LLC sold 177 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $18.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.16% of ERn Financial LLC's portfolio in Q3 2026, its #82 holding.
  • ERn Financial LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2020 and has held it in 26 quarters since.
  • ERn Financial LLC's iShares ESG Aware MSCI EAFE ETF position peaked at $1.02M in Q2 2026.
  • 689 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.