HFS
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Howard Financial Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Howard Financial Services’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 		$231K Buy
2,244
+18
+0.8% +$1.83K 0.02% 229
2026
Q1 		$213K Hold
2,226
– – 0.02% 212
2025
Q4 		$212K Buy
2,226
+22
+1% +$2.07K 0.02% 195
2025
Q3 		$205K Buy
+2,204
New +$199K 0.03% 184
2025
Q2 		– Sell
-2,474
Closed -$202K – 189
2025
Q1 		$202K Buy
+2,474
New +$200K 0.03% 176
2024
Q4 		– Sell
-2,596
Closed -$219K – 189
2024
Q3 		$219K Buy
+2,596
New +$210K 0.03% 152

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
SG
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

Howard Financial Services's ESGD Position: Q2 2026 in Review

Howard Financial Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.81% in Q2 2026, buying an estimated $1.83K and bringing the position to 2,244 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #229.

Howard Financial Services first reported a position in ESGD in Q3 2024 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Howard Financial Services held 2,244 shares of iShares ESG Aware MSCI EAFE ETF worth $231K as of Q2 2026.
  • Howard Financial Services bought 18 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $1.83K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #229 holding.
  • Howard Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2024 and has held it in 6 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.