IRC
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Investors Research Corp’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Investors Research Corp’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 		$22.4K Sell
217
-372
-63% -$39K ﹤0.01% 457
2026
Q2 		$60.6K Hold
589
– – 0.01% 378
2026
Q1 		$56.3K Hold
589
– – 0.01% 383
2025
Q4 		$56K Sell
589
-548
-48% -$51.7K 0.01% 428
2025
Q3 		$106K Hold
1,137
– – 0.02% 363
2025
Q2 		$101K Hold
1,137
– – 0.02% 377
2025
Q1 		$92.9K Hold
1,137
– – 0.02% 387
2024
Q4 		$86.6K Hold
1,137
– – 0.02% 407
2024
Q3 		$95.7K Hold
1,137
– – 0.02% 389
2024
Q2 		$89.6K Buy
1,137
+365
+47% +$29K 0.02% 408
2024
Q1 		$61.7K Hold
772
– – 0.01% 473
2023
Q4 		$58.3K Buy
772
+124
+19% +$8.78K 0.01% 497
2023
Q3 		$44.8K Buy
648
+86
+15% +$6.19K 0.01% 530
2023
Q2 		$41K Hold
562
– – 0.01% 539
2023
Q1 		$40.4K Sell
562
-57
-9% -$4K 0.01% 554
2022
Q4 		$40.7K Hold
619
– – 0.01% 542
2022
Q3 		$35K Buy
619
+143
+30% +$8.96K 0.01% 556
2022
Q2 		$30K Buy
476
+299
+169% +$20.4K 0.01% 579
2022
Q1 		$13K Buy
+177
New +$13.3K ﹤0.01% 720

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Investors Research Corp's ESGD Position: Q3 2026 in Review

Investors Research Corp reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 63% in Q3 2026, selling an estimated $39K and leaving 217 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Investors Research Corp first reported a position in ESGD in Q1 2022 and has held it in 19 quarters since. The position peaked at $106K in Q3 2025. 48 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Investors Research Corp held 217 shares of iShares ESG Aware MSCI EAFE ETF worth $22.4K as of Q3 2026.
  • Investors Research Corp sold 372 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $39K.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #457 holding.
  • Investors Research Corp first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 19 quarters since.
  • Investors Research Corp's iShares ESG Aware MSCI EAFE ETF position peaked at $106K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.