GWM
ESGD icon

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

GK 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 		– Sell
-4,583
Closed -$424K – 247
2026
Q1 		$424K Buy
+4,583
New +$453K 0.37% 34

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

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

GK Wealth Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 4,583 shares — an estimated $424K sold.

GK Wealth Management first reported a position in ESGD in Q1 2026 and held it in 1 quarter. The position peaked at $424K in Q1 2026. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • GK Wealth Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • GK Wealth Management sold 4,583 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $424K.
  • GK Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2026 and held it in 1 quarter.
  • GK Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $424K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.