ETF Portfolio Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

ETF Portfolio Partners’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	$228K	Buy	2,214 +6	+0.3%	+$610	0.05%	59
2026 Q1	$211K	Buy	2,208 +12	+0.5%	+$1.19K	0.06%	61
2025 Q4	$209K	Buy	2,196 +14	+0.6%	+$1.32K	0.05%	62
2025 Q3	$203K	Buy	+2,182	New	+$197K	0.05%	65
2024 Q2	–	Sell	-3,640	Closed	-$291K	–	55
2024 Q1	$291K	Buy	3,640 +41	+1%	+$3.14K	0.09%	44
2023 Q4	$272K	Buy	3,599 +15	+0.4%	+$1.06K	0.09%	41
2023 Q3	$248K	Buy	3,584 +272	+8%	+$19.6K	0.09%	41
2023 Q2	$242K	Sell	3,312 -645	-16%	-$47K	0.09%	41
2023 Q1	$284K	Buy	3,957 +18	+0.5%	+$1.26K	0.11%	41
2022 Q4	$259K	Buy	3,939 +25	+0.6%	+$1.57K	0.11%	44
2022 Q3	$220K	Buy	3,914 +130	+3%	+$8.15K	0.1%	46
2022 Q2	$237K	Buy	3,784 +11	+0.3%	+$751	0.1%	46
2022 Q1	$278K	Buy	+3,773	New	+$284K	0.1%	41

Other funds holding ESGD

Empirical Wealth Management Seattle, Washington $6.82B 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 $59.6B AUM 29.42% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return