Mendel Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Mendel Capital 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	$1.31M	Buy	12,742 +3	+0%	+$305	0.59%	42
2026 Q1	$1.22M	Buy	+12,739	New	+$1.26M	0.61%	43
2025 Q3	$1.3M	Hold	13,976	–	–	0.68%	38
2025 Q2	$1.25M	Buy	13,976 +574	+4%	+$48.9K	0.71%	36
2025 Q1	$1.09M	Sell	13,402 -312	-2%	-$25.2K	0.66%	42
2024 Q4	$1.04M	Buy	13,714 +3	+0%	+$239	0.63%	41
2024 Q3	$1.15M	Buy	13,711 +63	+0.5%	+$5.09K	0.71%	37
2024 Q2	$1.08M	Buy	13,648 +103	+0.8%	+$8.18K	0.69%	37
2024 Q1	$1.08M	Sell	13,545 -670	-5%	-$51.3K	0.72%	36
2023 Q4	$1.07M	Buy	14,215 +81	+0.6%	+$5.74K	0.77%	31
2023 Q3	$977K	Hold	14,134	–	–	0.8%	29
2023 Q2	$1.03M	Buy	14,134 +228	+2%	+$16.6K	0.82%	28
2023 Q1	$999K	Buy	13,906 +365	+3%	+$25.6K	0.9%	26
2022 Q4	$890K	Buy	13,541 +21	+0.2%	+$1.32K	0.93%	26
2022 Q3	$759K	Hold	13,520	–	–	0.89%	24
2022 Q2	$849K	Buy	13,520 +154	+1%	+$10.5K	0.95%	25
2022 Q1	$985K	Buy	13,366 +11	+0.1%	+$828	0.93%	24
2021 Q4	$1.06M	Buy	+13,355	New	+$1.06M	0.97%	20

Other funds holding ESGD

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

MWM

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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mendel Capital Management's ESGD Position: Q2 2026 in Review

Mendel Capital Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.02% in Q2 2026, buying an estimated $305 and bringing the position to 12,742 shares worth $1.31M. The position accounts for 0.59% of the portfolio, ranked #42.

Mendel Capital Management first reported a position in ESGD in Q4 2021 and has held it in 18 quarters since. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Mendel Capital Management held 12,742 shares of iShares ESG Aware MSCI EAFE ETF worth $1.31M as of Q2 2026.
Mendel Capital Management bought 3 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $305.
iShares ESG Aware MSCI EAFE ETF made up 0.59% of Mendel Capital Management's portfolio in Q2 2026, its #42 holding.
Mendel Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.