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Horst & Graben Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Horst & Graben 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 		$611K Sell
5,988
-3,488
-37% -$354K 0.08% 120
2026
Q1 		$950K Buy
9,476
+235
+3% +$23.3K 0.13% 82
2025
Q4 		$879K Sell
9,241
-492
-5% -$46.4K 0.13% 84
2025
Q3 		$905K Buy
9,733
+3,672
+61% +$332K 0.14% 84
2025
Q2 		$541K Buy
+6,061
New +$517K 0.09% 100
2023
Q4 		– Sell
-13,500
Closed -$933K – 140
2023
Q3 		$933K Sell
13,500
-6,264
-32% -$451K 0.23% 45
2023
Q2 		$1.44M Buy
19,764
+406
+2% +$29.6K 0.34% 32
2023
Q1 		$1.39M Buy
19,358
+2,742
+17% +$192K 0.35% 35
2022
Q4 		$1.09M Buy
16,616
+1,428
+9% +$89.7K 0.29% 45
2022
Q3 		$852K Buy
15,188
+602
+4% +$37.7K 0.24% 50
2022
Q2 		$915K Buy
14,586
+2,472
+20% +$169K 0.25% 53
2022
Q1 		$893K Sell
12,114
-12,109
-50% -$912K 0.22% 54
2021
Q4 		$1.93M Buy
24,223
+418
+2% +$33.3K 0.48% 36
2021
Q3 		$1.87M Buy
23,805
+7,463
+46% +$599K 0.51% 35
2021
Q2 		$1.29M Buy
16,342
+2,254
+16% +$179K 0.36% 40
2021
Q1 		$1.07M Buy
14,088
+10,819
+331% +$815K 0.34% 43
2020
Q4 		$239K Sell
3,269
-8,150
-71% -$557K 0.08% 100
2020
Q3 		$725K Buy
+11,419
New +$729K 0.28% 48

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horst & Graben Wealth Management's ESGD Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 37% in Q2 2026, selling an estimated $354K and leaving 5,988 shares worth $611K. The position accounts for 0.08% of the portfolio, ranked #120.

Horst & Graben Wealth Management first reported a position in ESGD in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2021. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Horst & Graben Wealth Management held 5,988 shares of iShares ESG Aware MSCI EAFE ETF worth $611K as of Q2 2026.
  • Horst & Graben Wealth Management sold 3,488 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $354K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2020 and has held it in 18 quarters since.
  • Horst & Graben Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $1.93M in Q4 2021.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.