LFG
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Leverty Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Leverty Financial Group’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 		$560K Buy
5,434
+1,646
+43% +$173K 0.1% 25
2026
Q2 		$389K Hold
3,788
– – 0.08% 31
2026
Q1 		$362K Buy
3,788
+555
+17% +$54.9K 0.08% 29
2025
Q4 		$307K Sell
3,233
-115
-3% -$10.8K 0.07% 34
2025
Q3 		$311K Sell
3,348
-17
-0.5% -$1.54K 0.08% 31
2025
Q2 		$300K Hold
3,365
– – 0.09% 32
2025
Q1 		$275K Hold
3,365
– – 0.11% 30
2024
Q4 		$256K Buy
+3,365
New +$268K 0.13% 28
2024
Q2 		– Sell
-4,690
Closed -$375K – 34
2024
Q1 		$375K Sell
4,690
-775
-14% -$59.4K 0.22% 20
2023
Q4 		$413K Hold
5,465
– – 0.26% 18
2023
Q3 		$378K Sell
5,465
-7
-0.1% -$504 0.27% 13
2023
Q2 		$399K Hold
5,472
– – 0.29% 13
2023
Q1 		$393K Hold
5,472
– – 0.31% 14
2022
Q4 		$360K Sell
5,472
-3,785
-41% -$238K 0.31% 14
2022
Q3 		$519K Buy
9,257
+2,947
+47% +$185K 0.5% 11
2022
Q2 		$396K Sell
6,310
-2,057
-25% -$140K 0.37% 13
2022
Q1 		$616K Buy
8,367
+8,138
+3,554% +$613K 0.49% 10
2021
Q4 		$18K Buy
+229
New +$18.2K 0.01% 82

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

Leverty Financial Group's ESGD Position: Q3 2026 in Review

Leverty Financial Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 43% in Q3 2026, buying an estimated $173K and bringing the position to 5,434 shares worth $560K. The position accounts for 0.1% of the portfolio, ranked #25.

Leverty Financial Group first reported a position in ESGD in Q4 2021 and has held it in 18 quarters since. The position peaked at $616K in Q1 2022. 48 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Leverty Financial Group held 5,434 shares of iShares ESG Aware MSCI EAFE ETF worth $560K as of Q3 2026.
  • Leverty Financial Group bought 1,646 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $173K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.1% of Leverty Financial Group's portfolio in Q3 2026, its #25 holding.
  • Leverty Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Leverty Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $616K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.