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Kaizen Financial Strategies’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Kaizen Financial Strategies’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 		$216K Hold
2,100
– – 0.09% 167
2026
Q2 		$214K Sell
2,100
-155
-7% -$15.7K 0.07% 167
2026
Q1 		$229K Buy
+2,255
New +$223K 0.1% 152

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

Kaizen Financial Strategies's ESGD Position: Q3 2026 in Review

Kaizen Financial Strategies held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 2,100 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #167.

Kaizen Financial Strategies first reported a position in ESGD in Q1 2026 and has held it in 3 quarters since. The position peaked at $229K in Q1 2026. 48 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Kaizen Financial Strategies held 2,100 shares of iShares ESG Aware MSCI EAFE ETF worth $216K as of Q3 2026.
  • Kaizen Financial Strategies left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of Kaizen Financial Strategies's portfolio in Q3 2026, its #167 holding.
  • Kaizen Financial Strategies first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2026 and has held it in 3 quarters since.
  • Kaizen Financial Strategies's iShares ESG Aware MSCI EAFE ETF position peaked at $229K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.