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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
Q3 		$1.45M Buy
14,071
+445
+3% +$46.7K 0.43% 75
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

KPDZUSZIDPFAS
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
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

HF Advisory Group's ESGD Position: Q3 2026 in Review

HF Advisory Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.3% in Q3 2026, buying an estimated $46.7K and bringing the position to 14,071 shares worth $1.45M. The position accounts for 0.43% of the portfolio, ranked #75.

HF Advisory Group first reported a position in ESGD in Q4 2022 and has held it in 16 quarters since. 177 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • HF Advisory Group held 14,071 shares of iShares ESG Aware MSCI EAFE ETF worth $1.45M as of Q3 2026.
  • HF Advisory Group bought 445 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $46.7K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.43% of HF Advisory Group's portfolio in Q3 2026, its #75 holding.
  • HF Advisory Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.