IFP Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $724K | Sell |
7,045
-196
| -3% | -$19.9K | 0.01% | 881 |
|
|
2026
Q1 | $692K | Buy |
7,241
+635
| +10% | +$62.8K | 0.01% | 835 |
|
|
2025
Q4 | $628K | Buy |
6,606
+571
| +9% | +$53.8K | 0.01% | 843 |
|
|
2025
Q3 | $561K | Sell |
6,035
-203
| -3% | -$18.4K | 0.01% | 814 |
|
|
2025
Q2 | $557K | Buy |
6,238
+113
| +2% | +$9.63K | 0.02% | 789 |
|
|
2025
Q1 | $500K | Buy |
6,125
+157
| +3% | +$12.7K | 0.02% | 769 |
|
|
2024
Q4 | $454K | Sell |
5,968
-2
| -0% | -$159 | 0.01% | 771 |
|
|
2024
Q3 | $502K | Buy |
5,970
+5
| +0.1% | +$404 | 0.02% | 702 |
|
|
2024
Q2 | $470K | Buy |
5,965
+701
| +13% | +$55.7K | 0.02% | 679 |
|
|
2024
Q1 | $421K | Buy |
5,264
+629
| +14% | +$48.2K | 0.02% | 669 |
|
|
2023
Q4 | $350K | Sell |
4,635
-214
| -4% | -$15.2K | 0.02% | 709 |
|
|
2023
Q3 | $335K | Buy |
4,849
+47
| +1% | +$3.38K | 0.02% | 736 |
|
|
2023
Q2 | $350K | Buy |
4,802
+749
| +18% | +$54.6K | 0.01% | 782 |
|
|
2023
Q1 | $274K | Sell |
4,053
-41,143
| -91% | -$2.89M | 0.01% | 817 |
|
|
2022
Q4 | $3.05M | Buy |
45,196
+93
| +0.2% | +$5.84K | 0.08% | 254 |
|
|
2022
Q3 | $3.04M | Buy |
45,103
+2,856
| +7% | +$179K | 0.08% | 273 |
|
|
2022
Q2 | $2.85M | Hold |
42,247
| – | – | 0.09% | 255 |
|
|
2022
Q1 | $2.85M | Buy |
42,247
+38,652
| +1,075% | +$2.91M | 0.09% | 255 |
|
|
2021
Q4 | $287K | Buy |
3,595
+377
| +12% | +$30K | 0.01% | 798 |
|
|
2021
Q3 | $252K | Buy |
3,218
+432
| +16% | +$34.7K | 0.01% | 840 |
|
|
2021
Q2 | $221K | Sell |
2,786
-43
| -2% | -$3.42K | ﹤0.01% | 857 |
|
|
2021
Q1 | $216K | Buy |
2,829
+645
| +30% | +$48.6K | ﹤0.01% | 796 |
|
|
2020
Q4 | $159K | Buy |
2,184
+293
| +15% | +$20K | 0.01% | 908 |
|
|
2020
Q3 | $120K | Buy |
1,891
+37
| +2% | +$2.36K | 0.01% | 910 |
|
|
2020
Q2 | $113K | Sell |
1,854
-5
| -0.3% | -$287 | 0.01% | 877 |
|
|
2020
Q1 | $100K | Buy |
1,859
+1,856
| +61,867% | +$117K | 0.01% | 820 |
|
|
2019
Q4 | $0 | Sell |
3
-83
| -97% | -$5.53K | ﹤0.01% | 2914 |
|
|
2019
Q3 | $5K | Buy |
+86
| New | +$5.44K | ﹤0.01% | 2331 |
|
|
2019
Q1 | $9K | Hold |
146
| – | – | ﹤0.01% | 1657 |
|
|
2018
Q4 | $8K | Sell |
146
-42
| -22% | -$2.55K | ﹤0.01% | 2608 |
|
|
2018
Q3 | $12K | Hold |
188
| – | – | ﹤0.01% | 2741 |
|
|
2018
Q2 | $12K | Sell |
188
-258
| -58% | -$17.5K | ﹤0.01% | 2780 |
|
|
2018
Q1 | $30K | Hold |
446
| – | – | ﹤0.01% | 2127 |
|
|
2017
Q4 | $30K | Buy |
+446
| New | +$30K | ﹤0.01% | 2152 |
|
Other funds holding ESGD
TWIM
AA
IFP Advisors's ESGD Position: Q2 2026 in Review
IFP Advisors reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.7% in Q2 2026, selling an estimated $19.9K and leaving 7,045 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #881.
IFP Advisors first reported a position in ESGD in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.05M in Q4 2022. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.
- IFP Advisors held 7,045 shares of iShares ESG Aware MSCI EAFE ETF worth $724K as of Q2 2026.
- IFP Advisors sold 196 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $19.9K.
- iShares ESG Aware MSCI EAFE ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #881 holding.
- IFP Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
- IFP Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $3.05M in Q4 2022.
- 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.