ESB
ESGD icon

Essex Savings Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Essex Savings Bank’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 		$253K Hold
2,458
– – 0.05% 267
2026
Q2 		$253K Hold
2,458
– – 0.05% 267
2026
Q1 		$235K Hold
2,458
– – 0.05% 273
2025
Q4 		$234K Buy
+2,458
New +$232K 0.05% 276

Other funds holding ESGD

KPDZUSZIDPFAS
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

Essex Savings Bank's ESGD Position: Q3 2026 in Review

Essex Savings Bank held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 2,458 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #267.

Essex Savings Bank first reported a position in ESGD in Q4 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Essex Savings Bank held 2,458 shares of iShares ESG Aware MSCI EAFE ETF worth $253K as of Q3 2026.
  • Essex Savings Bank left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.05% of Essex Savings Bank's portfolio in Q3 2026, its #267 holding.
  • Essex Savings Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Essex Savings Bank's 13F filing for Q3 2026, filed 16 Oct 2026.