MJT & Associates Financial Advisory’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

MJT & Associates Financial Advisory’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	$82K	Buy	796 +33	+4%	+$3.46K	0.05%	61
2026 Q2	$78.4K	Sell	763 -9	-1%	-$914	0.05%	71
2026 Q1	$73.8K	Hold	772	–	–	0.05%	68
2025 Q4	$73.4K	Hold	772	–	–	0.05%	72
2025 Q3	$71.8K	Sell	772 -27	-3%	-$2.44K	0.06%	70
2025 Q2	$71.3K	Sell	799 -298	-27%	-$25.4K	0.09%	83
2025 Q1	$89.6K	Buy	+1,097	New	+$88.5K	0.09%	86

Other funds holding ESGD

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MJT & Associates Financial Advisory's ESGD Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 4.3% in Q3 2026, buying an estimated $3.46K and bringing the position to 796 shares worth $82K. The position accounts for 0.05% of the portfolio, ranked #61.

MJT & Associates Financial Advisory first reported a position in ESGD in Q1 2025 and has held it in 7 quarters since. The position peaked at $89.6K in Q1 2025. 48 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

MJT & Associates Financial Advisory held 796 shares of iShares ESG Aware MSCI EAFE ETF worth $82K as of Q3 2026.
MJT & Associates Financial Advisory bought 33 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $3.46K.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #61 holding.
MJT & Associates Financial Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $89.6K in Q1 2025.
48 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.