GAM
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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
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

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gemmer Asset Management's ESGD Position: Q2 2026 in Review

Gemmer Asset Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.5% in Q2 2026, buying an estimated $5.69K and bringing the position to 3,717 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #130.

Gemmer Asset Management first reported a position in ESGD in Q4 2020 and has held it in 23 quarters since. The position peaked at $517K in Q1 2024. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Gemmer Asset Management held 3,717 shares of iShares ESG Aware MSCI EAFE ETF worth $382K as of Q2 2026.
  • Gemmer Asset Management bought 56 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $5.69K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Gemmer Asset Management's portfolio in Q2 2026, its #130 holding.
  • Gemmer Asset Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Gemmer Asset Management's iShares ESG Aware MSCI EAFE ETF position peaked at $517K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.