Howland Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Howland Capital 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	$21M	Sell	203,791 -55	-0%	-$5.59K	0.76%	41
2026 Q1	$19.5M	Buy	203,846 +400	+0.2%	+$39.6K	0.77%	40
2025 Q4	$19.3M	Sell	203,446 -498	-0.2%	-$46.9K	0.74%	40
2025 Q3	$19M	Sell	203,944 -13,856	-6%	-$1.25M	0.72%	44
2025 Q2	$19.4M	Sell	217,800 -2,350	-1%	-$200K	0.79%	41
2025 Q1	$18M	Sell	220,150 -55,982	-20%	-$4.52M	0.8%	40
2024 Q4	$21M	Sell	276,132 -5,228	-2%	-$416K	0.92%	34
2024 Q3	$23.7M	Buy	281,360 +8,992	+3%	+$727K	1.03%	32
2024 Q2	$21.5M	Sell	272,368 -11,180	-4%	-$888K	1.03%	29
2024 Q1	$22.7M	Sell	283,548 -22,509	-7%	-$1.72M	1.09%	28
2023 Q4	$23.1M	Buy	306,057 +6,531	+2%	+$463K	1.22%	25
2023 Q3	$20.7M	Buy	299,526 +18,164	+6%	+$1.31M	1.21%	23
2023 Q2	$20.5M	Buy	281,362 +5,326	+2%	+$389K	1.18%	23
2023 Q1	$19.8M	Buy	276,036 +1,326	+0.5%	+$93.1K	1.2%	27
2022 Q4	$18.1M	Buy	274,710 +3,709	+1%	+$233K	1.11%	30
2022 Q3	$15.2M	Buy	271,001 +12,077	+5%	+$757K	0.98%	38
2022 Q2	$16.3M	Buy	258,924 +7,055	+3%	+$482K	1%	37
2022 Q1	$18.6M	Buy	251,869 +8,199	+3%	+$617K	1%	38
2021 Q4	$19.4M	Buy	243,670 +658	+0.3%	+$52.4K	0.98%	36
2021 Q3	$19M	Buy	243,012 +2,123	+0.9%	+$170K	1%	36
2021 Q2	$19M	Buy	240,889 +1,407	+0.6%	+$112K	0.98%	38
2021 Q1	$18.2M	Buy	239,482 +617	+0.3%	+$46.5K	1.01%	37
2020 Q4	$17.4M	Buy	238,865 +9,733	+4%	+$665K	1.02%	36
2020 Q3	$14.5M	Buy	229,132 +9,156	+4%	+$585K	0.96%	37
2020 Q2	$13.3M	Buy	219,976 +73,468	+50%	+$4.22M	0.96%	39
2020 Q1	$7.79M	Buy	146,508 +44,710	+44%	+$2.81M	0.68%	49
2019 Q4	$7M	Buy	101,798 +5,540	+6%	+$369K	0.5%	57
2019 Q3	$6.17M	Buy	+96,258	New	+$6.09M	0.47%	58

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Howland Capital Management's ESGD Position: Q2 2026 in Review

Howland Capital Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.03% in Q2 2026, selling an estimated $5.59K and leaving 203,791 shares worth $21M. The position accounts for 0.76% of the portfolio, ranked #41.

Howland Capital Management first reported a position in ESGD in Q3 2019 and has held it in 28 quarters since. The position peaked at $23.7M in Q3 2024. 159 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Howland Capital Management held 203,791 shares of iShares ESG Aware MSCI EAFE ETF worth $21M as of Q2 2026.
Howland Capital Management sold 55 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $5.59K.
iShares ESG Aware MSCI EAFE ETF made up 0.76% of Howland Capital Management's portfolio in Q2 2026, its #41 holding.
Howland Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
Howland Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $23.7M in Q3 2024.
159 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.