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Great Diamond Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Great Diamond Partners’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 		$841K Buy
8,184
+1,783
+28% +$181K 0.14% 133
2026
Q1 		$612K Buy
6,401
+373
+6% +$36.9K 0.12% 146
2025
Q4 		$573K Sell
6,028
-485
-7% -$45.7K 0.11% 149
2025
Q3 		$606K Buy
6,513
+255
+4% +$23.1K 0.12% 143
2025
Q2 		$558K Sell
6,258
-262
-4% -$22.3K 0.12% 142
2025
Q1 		$533K Buy
6,520
+142
+2% +$11.5K 0.15% 112
2024
Q4 		$486K Buy
6,378
+229
+4% +$18.2K 0.13% 115
2024
Q3 		$518K Sell
6,149
-100
-2% -$8.08K 0.13% 116
2024
Q2 		$492K Sell
6,249
-204
-3% -$16.2K 0.12% 130
2024
Q1 		$516K Sell
6,453
-5
-0.1% -$383 0.12% 131
2023
Q4 		$488K Sell
6,458
-3
-0% -$212 0.12% 134
2023
Q3 		$447K Buy
6,461
+179
+3% +$12.9K 0.12% 136
2023
Q2 		$458K Buy
+6,282
New +$458K 0.12% 136

Other funds holding ESGD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
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
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

Great Diamond Partners's ESGD Position: Q2 2026 in Review

Great Diamond Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 28% in Q2 2026, buying an estimated $181K and bringing the position to 8,184 shares worth $841K. The position accounts for 0.14% of the portfolio, ranked #133.

Great Diamond Partners first reported a position in ESGD in Q2 2023 and has held it in 13 quarters since. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Great Diamond Partners held 8,184 shares of iShares ESG Aware MSCI EAFE ETF worth $841K as of Q2 2026.
  • Great Diamond Partners bought 1,783 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $181K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.14% of Great Diamond Partners's portfolio in Q2 2026, its #133 holding.
  • Great Diamond Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
  • 373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.