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Ferguson Wellman Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Ferguson Wellman Capital 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
Q3 		$2.87M Buy
27,867
+303
+1% +$31.8K 0.03% 156
2026
Q2 		$2.83M Buy
27,564
+751
+3% +$76.3K 0.03% 157
2026
Q1 		$2.56M Buy
+26,813
New +$2.65M 0.04% 153
2021
Q1 		– Sell
-8,668
Closed -$633K – 352
2020
Q4 		$633K Buy
8,668
+1,300
+18% +$88.8K 0.02% 259
2020
Q3 		$468K Buy
7,368
+970
+15% +$61.9K 0.01% 266
2020
Q2 		$388K Buy
6,398
+35
+0.6% +$2.01K 0.01% 274
2020
Q1 		$338K Buy
6,363
+830
+15% +$52.2K 0.01% 263
2019
Q4 		$380K Sell
5,533
-1,190
-18% -$79.3K 0.01% 283
2019
Q3 		$431K Buy
6,723
+465
+7% +$29.4K 0.01% 276
2019
Q2 		$402K Buy
6,258
+950
+18% +$60.7K 0.01% 267
2019
Q1 		$335K Buy
5,308
+1,419
+36% +$87.1K 0.01% 280
2018
Q4 		$223K Buy
+3,889
New +$236K 0.01% 313

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Ferguson Wellman Capital Management's ESGD Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.1% in Q3 2026, buying an estimated $31.8K and bringing the position to 27,867 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #156.

Ferguson Wellman Capital Management first reported a position in ESGD in Q4 2018 and has held it in 12 quarters since. 44 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Ferguson Wellman Capital Management held 27,867 shares of iShares ESG Aware MSCI EAFE ETF worth $2.87M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 303 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $31.8K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #156 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 12 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.