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

LifeSteps Financial’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	$5.14K	Buy	+50	New	+$5.08K	﹤0.01%	531

Other funds holding ESGD

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

LifeSteps Financial's ESGD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 50 shares worth $5.14K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings.

354 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

LifeSteps Financial held 50 shares of iShares ESG Aware MSCI EAFE ETF worth $5.14K as of Q2 2026.
iShares ESG Aware MSCI EAFE ETF was a new LifeSteps Financial position in Q2 2026.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #531 holding.
354 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.