FF
ESGD icon

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

Farrell Financial’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 		$680K Buy
6,610
+103
+2% +$10.5K 0.37% 46
2026
Q1 		$622K Sell
6,507
-100
-2% -$9.89K 0.37% 47
2025
Q4 		$628K Buy
6,607
+123
+2% +$11.6K 0.37% 47
2025
Q3 		$603K Sell
6,484
-38
-0.6% -$3.44K 0.38% 46
2025
Q2 		$582K Buy
6,522
+121
+2% +$10.3K 0.39% 44
2025
Q1 		$523K Hold
6,401
– – 0.38% 44
2024
Q4 		$487K Buy
6,401
+84
+1% +$6.68K 0.35% 44
2024
Q3 		$501K Hold
6,317
– – 0.35% 43
2024
Q2 		$498K Buy
6,317
+116
+2% +$9.21K 0.39% 40
2024
Q1 		$496K Buy
6,201
+74
+1% +$5.67K 0.41% 41
2023
Q4 		$425K Buy
+6,127
New +$434K 0.43% 41

Other funds holding ESGD

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Farrell Financial's ESGD Position: Q2 2026 in Review

Farrell Financial increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.6% in Q2 2026, buying an estimated $10.5K and bringing the position to 6,610 shares worth $680K. The position accounts for 0.37% of the portfolio, ranked #46.

Farrell Financial first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Farrell Financial held 6,610 shares of iShares ESG Aware MSCI EAFE ETF worth $680K as of Q2 2026.
  • Farrell Financial bought 103 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $10.5K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.37% of Farrell Financial's portfolio in Q2 2026, its #46 holding.
  • Farrell Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.