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 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

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

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

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

MJT & Associates Financial Advisory's ESGD Position: Q2 2026 in Review

MJT & Associates Financial Advisory reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 1.2% in Q2 2026, selling an estimated $914 and leaving 763 shares worth $78.4K. The position accounts for 0.05% of the portfolio, ranked #71.

MJT & Associates Financial Advisory first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. The position peaked at $89.6K in Q1 2025. 206 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

MJT & Associates Financial Advisory held 763 shares of iShares ESG Aware MSCI EAFE ETF worth $78.4K as of Q2 2026.
MJT & Associates Financial Advisory sold 9 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $914.
iShares ESG Aware MSCI EAFE ETF made up 0.05% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #71 holding.
MJT & Associates Financial Advisory first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's iShares ESG Aware MSCI EAFE ETF position peaked at $89.6K in Q1 2025.
206 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.