JWM
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JGP Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

JGP Wealth Management’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 		$302K Buy
2,941
+124
+4% +$12.6K 0.03% 194
2026
Q1 		$269K Buy
2,817
+25
+0.9% +$2.47K 0.03% 191
2025
Q4 		$265K Buy
+2,792
New +$263K 0.03% 199

Other funds holding ESGD

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JGP Wealth Management's ESGD Position: Q2 2026 in Review

JGP Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.4% in Q2 2026, buying an estimated $12.6K and bringing the position to 2,941 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #194.

JGP Wealth Management first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • JGP Wealth Management held 2,941 shares of iShares ESG Aware MSCI EAFE ETF worth $302K as of Q2 2026.
  • JGP Wealth Management bought 124 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $12.6K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #194 holding.
  • JGP Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.