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
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
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
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

Investors Research Corp's ESGD Position: Q2 2026 in Review

Investors Research Corp held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 589 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #378.

Investors Research Corp first reported a position in ESGD in Q1 2022 and has held it in 18 quarters since. The position peaked at $106K in Q3 2025. 172 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Investors Research Corp held 589 shares of iShares ESG Aware MSCI EAFE ETF worth $60.6K as of Q2 2026.
  • Investors Research Corp left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #378 holding.
  • Investors Research Corp first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • Investors Research Corp's iShares ESG Aware MSCI EAFE ETF position peaked at $106K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.