Higgins & Schmidt Wealth Strategies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$1.08M	Sell	10,500 -330	-3%	-$33.5K	0.45%	25
2026 Q1	$1.04M	Sell	10,830 -33	-0.3%	-$3.27K	0.47%	26
2025 Q4	$1.03M	Buy	10,863 +3,074	+39%	+$290K	0.49%	23
2025 Q3	$724K	Buy	7,789 +199	+3%	+$18K	0.37%	28
2025 Q2	$677K	Sell	7,590 -249	-3%	-$21.2K	0.37%	28
2025 Q1	$640K	Sell	7,839 -527	-6%	-$42.5K	0.38%	26
2024 Q4	$637K	Buy	+8,366	New	+$666K	0.4%	26

Other funds holding ESGD

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

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

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

Higgins & Schmidt Wealth Strategies's ESGD Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3% in Q2 2026, selling an estimated $33.5K and leaving 10,500 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #25.

Higgins & Schmidt Wealth Strategies first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 10,500 shares of iShares ESG Aware MSCI EAFE ETF worth $1.08M as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 330 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $33.5K.
iShares ESG Aware MSCI EAFE ETF made up 0.45% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #25 holding.
Higgins & Schmidt Wealth Strategies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
375 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.