Mission Wealth Management
ESGD icon

Mission Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Mission Wealth 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
Q3 		$45.9M Sell
445,462
-46,649
-9% -$4.9M 0.73% 25
2026
Q2 		$50.6M Buy
492,111
+53,109
+12% +$5.4M 0.62% 27
2026
Q1 		$42M Buy
439,002
+7,220
+2% +$714K 0.86% 21
2025
Q4 		$41.1M Buy
431,782
+10,254
+2% +$967K 0.82% 19
2025
Q3 		$39.2M Buy
421,528
+5,769
+1% +$522K 0.78% 23
2025
Q2 		$37.1M Sell
415,759
-11,181
-3% -$953K 0.79% 19
2025
Q1 		$34.9M Buy
426,940
+45,474
+12% +$3.67M 0.86% 17
2024
Q4 		$29M Buy
381,466
+11,108
+3% +$884K 0.68% 24
2024
Q3 		$31.2M Buy
370,358
+16,118
+5% +$1.3M 0.75% 23
2024
Q2 		$27.9M Sell
354,240
-16,087
-4% -$1.28M 0.74% 23
2024
Q1 		$29.6M Buy
370,327
+51,437
+16% +$3.94M 0.78% 22
2023
Q4 		$24.1M Buy
318,890
+26,050
+9% +$1.84M 0.78% 23
2023
Q3 		$20.2M Buy
292,840
+28,639
+11% +$2.06M 0.75% 23
2023
Q2 		$19.3M Buy
264,201
+25,328
+11% +$1.85M 0.73% 23
2023
Q1 		$17.2M Buy
238,873
+42,281
+22% +$2.97M 0.72% 25
2022
Q4 		$12.9M Sell
196,592
-24,204
-11% -$1.52M 0.62% 26
2022
Q3 		$12.4M Buy
220,796
+76,853
+53% +$4.82M 0.66% 28
2022
Q2 		$9.03M Buy
143,943
+9,704
+7% +$662K 0.47% 34
2022
Q1 		$9.9M Buy
134,239
+37,700
+39% +$2.84M 0.46% 34
2021
Q4 		$7.67M Buy
96,539
+12,504
+15% +$996K 0.35% 42
2021
Q3 		$6.59M Buy
84,035
+1,649
+2% +$132K 0.34% 46
2021
Q2 		$6.51M Buy
82,386
+3,356
+4% +$267K 0.35% 44
2021
Q1 		$6M Buy
79,030
+5,272
+7% +$397K 0.35% 43
2020
Q4 		$5.39M Buy
73,758
+1,434
+2% +$97.9K 0.34% 44
2020
Q3 		$4.59M Buy
72,324
+5,556
+8% +$355K 0.34% 43
2020
Q2 		$4.04M Buy
66,768
+19,086
+40% +$1.1M 0.35% 44
2020
Q1 		$2.54M Buy
47,682
+32,324
+210% +$2.03M 0.28% 49
2019
Q4 		$1.06M Buy
15,358
+5,533
+56% +$369K 0.1% 108
2019
Q3 		$630K Sell
9,825
-4,700
-32% -$297K 0.07% 146
2019
Q2 		$934K Buy
14,525
+80
+0.6% +$5.11K 0.1% 101
2019
Q1 		$913K Hold
14,445
– – 0.11% 103
2018
Q4 		$829K Buy
14,445
+6,445
+81% +$392K 0.11% 101
2018
Q3 		$530K Hold
8,000
– – 0.07% 145
2018
Q2 		$521K Buy
+8,000
New +$542K 0.08% 137

Other funds holding ESGD

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FI
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Mission Wealth Management's ESGD Position: Q3 2026 in Review

Mission Wealth Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 9.5% in Q3 2026, selling an estimated $4.9M and leaving 445,462 shares worth $45.9M. The position accounts for 0.73% of the portfolio, ranked #25.

Mission Wealth Management first reported a position in ESGD in Q2 2018 and has held it in 34 quarters since. The position peaked at $50.6M in Q2 2026. 194 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Mission Wealth Management held 445,462 shares of iShares ESG Aware MSCI EAFE ETF worth $45.9M as of Q3 2026.
  • Mission Wealth Management sold 46,649 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $4.9M.
  • iShares ESG Aware MSCI EAFE ETF made up 0.73% of Mission Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Mission Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and has held it in 34 quarters since.
  • Mission Wealth Management's iShares ESG Aware MSCI EAFE ETF position peaked at $50.6M in Q2 2026.
  • 194 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.