Gemmer Asset Management
ESGD icon

Gemmer Asset Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Gemmer Asset 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 		$403K Buy
3,910
+193
+5% +$20.3K 0.03% 125
2026
Q2 		$382K Buy
3,717
+56
+2% +$5.69K 0.03% 130
2026
Q1 		$350K Hold
3,661
– – 0.03% 135
2025
Q4 		$348K Buy
3,661
+65
+2% +$6.13K 0.03% 135
2025
Q3 		$334K Buy
3,596
+32
+0.9% +$2.9K 0.03% 131
2025
Q2 		$318K Buy
3,564
+63
+2% +$5.37K 0.03% 129
2025
Q1 		$286K Sell
3,501
-332
-9% -$26.8K 0.03% 124
2024
Q4 		$292K Sell
3,833
-2,238
-37% -$178K 0.03% 120
2024
Q3 		$511K Sell
6,071
-240
-4% -$19.4K 0.05% 90
2024
Q2 		$497K Sell
6,311
-153
-2% -$12.2K 0.05% 86
2024
Q1 		$517K Buy
6,464
+144
+2% +$11K 0.06% 78
2023
Q4 		$477K Buy
6,320
+44
+0.7% +$3.12K 0.06% 73
2023
Q3 		$434K Sell
6,276
-191
-3% -$13.8K 0.06% 73
2023
Q2 		$472K Sell
6,467
-151
-2% -$11K 0.06% 73
2023
Q1 		$475K Buy
6,618
+1,452
+28% +$102K 0.07% 72
2022
Q4 		$340K Sell
5,166
-72
-1% -$4.52K 0.05% 86
2022
Q3 		$294K Buy
5,238
+250
+5% +$15.7K 0.05% 96
2022
Q2 		$313K Buy
4,988
+87
+2% +$5.94K 0.05% 92
2022
Q1 		$361K Buy
4,901
+5
+0.1% +$377 0.04% 95
2021
Q4 		$389K Buy
4,896
+49
+1% +$3.9K 0.05% 91
2021
Q3 		$380K Hold
4,847
– – 0.05% 86
2021
Q2 		$383K Buy
4,847
+979
+25% +$77.9K 0.05% 90
2021
Q1 		$294K Hold
3,868
– – 0.05% 96
2020
Q4 		$283K Buy
+3,868
New +$264K 0.05% 83

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

Gemmer Asset Management's ESGD Position: Q3 2026 in Review

Gemmer Asset Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.2% in Q3 2026, buying an estimated $20.3K and bringing the position to 3,910 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #125.

Gemmer Asset Management first reported a position in ESGD in Q4 2020 and has held it in 24 quarters since. The position peaked at $517K in Q1 2024. 195 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Gemmer Asset Management held 3,910 shares of iShares ESG Aware MSCI EAFE ETF worth $403K as of Q3 2026.
  • Gemmer Asset Management bought 193 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $20.3K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Gemmer Asset Management's portfolio in Q3 2026, its #125 holding.
  • Gemmer Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • Gemmer Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $517K in Q1 2024.
  • 195 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Gemmer Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.