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Marshall & Sterling Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$342K Buy
3,328
+808
+32% +$82.1K 0.2% 77
2026
Q1 		$241K Buy
2,520
+254
+11% +$25.1K 0.16% 88
2025
Q4 		$215K Buy
2,266
+16
+0.7% +$1.51K 0.14% 82
2025
Q3 		$208K Buy
2,250
+105
+5% +$9.5K 0.13% 83
2025
Q2 		$190K Sell
2,145
-299
-12% -$25.5K 0.13% 84
2025
Q1 		$200K Sell
2,444
-677
-22% -$54.6K 0.14% 84
2024
Q4 		$238K Buy
+3,121
New +$248K 0.16% 79

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
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
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

Marshall & Sterling Wealth Advisors's ESGD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 32% in Q2 2026, buying an estimated $82.1K and bringing the position to 3,328 shares worth $342K. The position accounts for 0.2% of the portfolio, ranked #77.

Marshall & Sterling Wealth Advisors first reported a position in ESGD in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 3,328 shares of iShares ESG Aware MSCI EAFE ETF worth $342K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 808 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $82.1K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.2% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.