HF Advisory Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

HF Advisory Group’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	$1.4M	Buy	13,626 +451	+3%	+$45.8K	0.43%	78
2026 Q1	$1.26M	Buy	13,175 +408	+3%	+$40.4K	0.43%	78
2025 Q4	$1.21M	Buy	12,767 +267	+2%	+$25.2K	0.42%	84
2025 Q3	$1.16M	Buy	12,500 +727	+6%	+$65.8K	0.43%	84
2025 Q2	$1.05M	Sell	11,773 -1,196	-9%	-$102K	0.42%	87
2025 Q1	$1.06M	Buy	12,969 +1,370	+12%	+$111K	0.46%	87
2024 Q4	$883K	Buy	11,599 +1,312	+13%	+$104K	0.41%	89
2024 Q3	$866K	Buy	10,287 +348	+4%	+$28.1K	0.4%	93
2024 Q2	$783K	Buy	9,939 +1,855	+23%	+$147K	0.4%	91
2024 Q1	$646K	Buy	8,084 +1,150	+17%	+$88.1K	0.36%	95
2023 Q4	$524K	Buy	6,934 +266	+4%	+$18.8K	0.33%	98
2023 Q3	$461K	Sell	6,668 -173	-3%	-$12.5K	0.34%	94
2023 Q2	$499K	Buy	6,841 +140	+2%	+$10.2K	0.39%	83
2023 Q1	$481K	Buy	6,701 +412	+7%	+$28.9K	0.43%	79
2022 Q4	$413K	Buy	+6,289	New	+$395K	0.42%	81

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

HF Advisory Group's ESGD Position: Q2 2026 in Review

HF Advisory Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.4% in Q2 2026, buying an estimated $45.8K and bringing the position to 13,626 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #78.

HF Advisory Group first reported a position in ESGD in Q4 2022 and has held it in 15 quarters since. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

HF Advisory Group held 13,626 shares of iShares ESG Aware MSCI EAFE ETF worth $1.4M as of Q2 2026.
HF Advisory Group bought 451 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $45.8K.
iShares ESG Aware MSCI EAFE ETF made up 0.43% of HF Advisory Group's portfolio in Q2 2026, its #78 holding.
HF Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.