IMPACTfolio
ESGD icon

IMPACTfolio’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

IMPACTfolio’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
Q3 		$46.3M Buy
449,201
+18,858
+4% +$1.98M 16.87% 2
2026
Q2 		$44.2M Buy
430,343
+10,222
+2% +$1.04M 16.66% 2
2026
Q1 		$40.2M Buy
420,121
+20,743
+5% +$2.05M 17.07% 2
2025
Q4 		$38M Buy
399,378
+15,196
+4% +$1.43M 15.95% 3
2025
Q3 		$35.7M Sell
384,182
-6,140
-2% -$556K 15.41% 3
2025
Q2 		$34.8M Buy
390,322
+15,948
+4% +$1.36M 16.51% 3
2025
Q1 		$30.6M Sell
374,374
-32,369
-8% -$2.61M 16.07% 3
2024
Q4 		$31M Buy
406,743
+18,766
+5% +$1.49M 16.07% 3
2024
Q3 		$32.7M Buy
387,977
+6,283
+2% +$508K 16.86% 3
2024
Q2 		$30.1M Buy
381,694
+20,063
+6% +$1.59M 16.85% 3
2024
Q1 		$28.9M Sell
361,631
-17,160
-5% -$1.31M 17.46% 3
2023
Q4 		$28.6M Buy
378,791
+40,004
+12% +$2.83M 18.62% 1
2023
Q3 		$23.4M Sell
338,787
-9,059
-3% -$652K 16.89% 1
2023
Q2 		$25.4M Buy
347,846
+42
+0% +$3.06K 20.15% 1
2023
Q1 		$25M Buy
347,804
+42,285
+14% +$2.97M 20.92% 1
2022
Q4 		$20.1M Buy
305,519
+87,491
+40% +$5.49M 18.62% 1
2022
Q3 		$12.2M Sell
218,028
-55,653
-20% -$3.49M 11.94% 4
2022
Q2 		$17.2M Buy
273,681
+14,654
+6% +$1M 16.19% 1
2022
Q1 		$19.1M Buy
259,027
+87,063
+51% +$6.56M 14.22% 1
2021
Q4 		$13.7M Buy
+171,964
New +$13.7M 11.97% 2

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio's ESGD Position: Q3 2026 in Review

IMPACTfolio increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.4% in Q3 2026, buying an estimated $1.98M and bringing the position to 449,201 shares worth $46.3M. The position accounts for 16.87% of the portfolio, ranked #2.

IMPACTfolio first reported a position in ESGD in Q4 2021 and has held it in 20 quarters since. 344 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • IMPACTfolio held 449,201 shares of iShares ESG Aware MSCI EAFE ETF worth $46.3M as of Q3 2026.
  • IMPACTfolio bought 18,858 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $1.98M.
  • iShares ESG Aware MSCI EAFE ETF made up 16.87% of IMPACTfolio's portfolio in Q3 2026, its #2 holding.
  • IMPACTfolio first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • 344 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.