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

Fingerlakes 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	$795K	Buy	7,731 +1,746	+29%	+$177K	0.43%	52
2026 Q1	$572K	Buy	5,985 +1,350	+29%	+$134K	0.38%	55
2025 Q4	$441K	Buy	4,635 +313	+7%	+$29.5K	0.28%	65
2025 Q3	$402K	Buy	4,322 +11	+0.3%	+$995	0.26%	68
2025 Q2	$385K	Buy	4,311 +106	+3%	+$9.04K	0.29%	65
2025 Q1	$343K	Sell	4,205 -53	-1%	-$4.28K	0.29%	68
2024 Q4	$324K	Buy	4,258 +202	+5%	+$16.1K	0.26%	70
2024 Q3	$341K	Buy	4,056 +86	+2%	+$6.95K	0.28%	70
2024 Q2	$313K	Sell	3,970 -104	-3%	-$8.26K	0.28%	67
2024 Q1	$326K	Buy	4,074 +142	+4%	+$10.9K	0.31%	67
2023 Q4	$297K	Sell	3,932 -198	-5%	-$14K	0.32%	69
2023 Q3	$286K	Sell	4,130 -13	-0.3%	-$936	0.35%	70
2023 Q2	$302K	Sell	4,143 -21	-0.5%	-$1.53K	0.35%	71
2023 Q1	$299K	Sell	4,164 -164	-4%	-$11.5K	0.37%	73
2022 Q4	$285K	Buy	4,328 +156	+4%	+$9.8K	0.39%	71
2022 Q3	$234K	Buy	4,172 +349	+9%	+$21.9K	0.34%	76
2022 Q2	$240K	Buy	3,823 +633	+20%	+$43.2K	0.33%	80
2022 Q1	$235K	Buy	+3,190	New	+$240K	0.27%	89

Other funds holding ESGD

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 29% in Q2 2026, buying an estimated $177K and bringing the position to 7,731 shares worth $795K. The position accounts for 0.43% of the portfolio, ranked #52.

Fingerlakes Wealth Management first reported a position in ESGD in Q1 2022 and has held it in 18 quarters since. 262 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Fingerlakes Wealth Management held 7,731 shares of iShares ESG Aware MSCI EAFE ETF worth $795K as of Q2 2026.
Fingerlakes Wealth Management bought 1,746 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $177K.
iShares ESG Aware MSCI EAFE ETF made up 0.43% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #52 holding.
Fingerlakes Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
262 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.