EWM
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Evermay Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Evermay Wealth Management’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 		$5.66K Hold
55
– – ﹤0.01% 555
2026
Q1 		$5.26K Hold
55
– – ﹤0.01% 505
2025
Q4 		$5.23K Hold
55
– – ﹤0.01% 483
2025
Q3 		$5.11K Buy
55
+20
+57% +$1.81K ﹤0.01% 476
2025
Q2 		$3.12K Sell
35
-25
-42% -$2.13K ﹤0.01% 489
2025
Q1 		$4.9K Buy
+60
New +$4.84K ﹤0.01% 484

Other funds holding ESGD

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Evermay Wealth Management's ESGD Position: Q2 2026 in Review

Evermay Wealth Management held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 55 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Evermay Wealth Management first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. 293 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Evermay Wealth Management held 55 shares of iShares ESG Aware MSCI EAFE ETF worth $5.66K as of Q2 2026.
  • Evermay Wealth Management left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #555 holding.
  • Evermay Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.