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

Hughes 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	$456K	Buy	4,439 +221	+5%	+$22.5K	0.06%	55
2026 Q1	$403K	Buy	4,218 +558	+15%	+$55.2K	0.06%	54
2025 Q4	$348K	Sell	3,660 -19	-0.5%	-$1.79K	0.05%	56
2025 Q3	$349K	Hold	3,679	–	–	0.06%	54
2025 Q2	$326K	Sell	3,679 -158	-4%	-$13.5K	0.06%	52
2025 Q1	$314K	Sell	3,837 -185	-5%	-$14.9K	0.06%	51
2024 Q4	$306K	Buy	+4,022	New	+$320K	0.06%	48

Other funds holding ESGD

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

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

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

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

Hughes Financial Services increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 5.2% in Q2 2026, buying an estimated $22.5K and bringing the position to 4,439 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #55.

Hughes Financial Services first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Hughes Financial Services held 4,439 shares of iShares ESG Aware MSCI EAFE ETF worth $456K as of Q2 2026.
Hughes Financial Services bought 221 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $22.5K.
iShares ESG Aware MSCI EAFE ETF made up 0.06% of Hughes Financial Services's portfolio in Q2 2026, its #55 holding.
Hughes Financial Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
234 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.