MFPI
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Midwest Financial Partners Investments’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Midwest Financial Partners Investments’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 		$4.33M Sell
41,990
-1,265
-3% -$133K 1.66% 16
2026
Q2 		$4.45M Buy
43,255
+1,123
+3% +$114K 1.85% 15
2026
Q1 		$4.03M Buy
42,132
+2,733
+7% +$270K 2.14% 14
2025
Q4 		$3.75M Buy
+39,399
New +$3.71M 2.08% 13

Other funds holding ESGD

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Midwest Financial Partners Investments's ESGD Position: Q3 2026 in Review

Midwest Financial Partners Investments reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.9% in Q3 2026, selling an estimated $133K and leaving 41,990 shares worth $4.33M. The position accounts for 1.66% of the portfolio, ranked #16.

Midwest Financial Partners Investments first reported a position in ESGD in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.45M in Q2 2026. 34 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Midwest Financial Partners Investments held 41,990 shares of iShares ESG Aware MSCI EAFE ETF worth $4.33M as of Q3 2026.
  • Midwest Financial Partners Investments sold 1,265 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $133K.
  • iShares ESG Aware MSCI EAFE ETF made up 1.66% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #16 holding.
  • Midwest Financial Partners Investments first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • Midwest Financial Partners Investments's iShares ESG Aware MSCI EAFE ETF position peaked at $4.45M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.