FFA
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Farther Finance Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Farther Finance Advisors’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 		$8.18M Buy
79,580
+19,889
+33% +$2.02M 0.06% 269
2026
Q1 		$5.8M Buy
59,691
+19,255
+48% +$1.91M 0.05% 309
2025
Q4 		$3.85M Buy
40,436
+28,373
+235% +$2.67M 0.04% 374
2025
Q3 		$1.12M Buy
12,063
+4,898
+68% +$443K 0.02% 670
2025
Q2 		$639K Buy
7,165
+2,040
+40% +$174K 0.01% 791
2025
Q1 		$419K Buy
5,125
+1,020
+25% +$82.3K 0.01% 857
2024
Q4 		$313K Sell
4,105
-441
-10% -$35.1K 0.01% 791
2024
Q3 		$383K Sell
4,546
-28
-0.6% -$2.26K 0.01% 704
2024
Q2 		$361K Buy
4,574
+747
+20% +$59.3K 0.02% 598
2024
Q1 		$305K Sell
3,827
-371
-9% -$28.4K 0.02% 540
2023
Q4 		$317K Buy
4,198
+28
+0.7% +$1.98K 0.02% 433
2023
Q3 		$288K Buy
4,170
+272
+7% +$19.6K 0.05% 305
2023
Q2 		$284K Buy
3,898
+468
+14% +$34.1K 0.06% 259
2023
Q1 		$246K Sell
3,430
-2,415
-41% -$169K 0.07% 236
2022
Q4 		$384K Buy
+5,845
New +$367K 0.15% 132

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

Farther Finance Advisors's ESGD Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 33% in Q2 2026, buying an estimated $2.02M and bringing the position to 79,580 shares worth $8.18M. The position accounts for 0.06% of the portfolio, ranked #269.

Farther Finance Advisors first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Farther Finance Advisors held 79,580 shares of iShares ESG Aware MSCI EAFE ETF worth $8.18M as of Q2 2026.
  • Farther Finance Advisors bought 19,889 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $2.02M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.06% of Farther Finance Advisors's portfolio in Q2 2026, its #269 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.