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ESGD icon

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

Finley 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 		$188K Hold
1,830
– – 0.08% 70
2026
Q1 		$175K Hold
1,830
– – 0.08% 67
2025
Q4 		$174K Hold
1,830
– – 0.08% 69
2025
Q3 		$170K Hold
1,830
– – 0.08% 71
2025
Q2 		$163K Hold
1,830
– – 0.08% 70
2025
Q1 		$155K Hold
1,830
– – 0.09% 67
2024
Q4 		$140K Buy
+1,830
New +$146K 0.07% 77

Other funds holding ESGD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Finley Financial's ESGD Position: Q2 2026 in Review

Finley Financial held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 1,830 shares worth $188K. The position accounts for 0.08% of the portfolio, ranked #70.

Finley Financial first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 516 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Finley Financial held 1,830 shares of iShares ESG Aware MSCI EAFE ETF worth $188K as of Q2 2026.
  • Finley Financial left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of Finley Financial's portfolio in Q2 2026, its #70 holding.
  • Finley Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.