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Mogy Joel R Investment Counsel’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Mogy Joel R Investment Counsel’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 		$641K Hold
6,230
– – 0.04% 77
2026
Q1 		$596K Hold
6,230
– – 0.04% 77
2025
Q4 		$592K Hold
6,230
– – 0.03% 77
2025
Q3 		$579K Hold
6,230
– – 0.03% 77
2025
Q2 		$556K Hold
6,230
– – 0.03% 77
2025
Q1 		$509K Buy
+6,230
New +$503K 0.03% 79

Other funds holding ESGD

Commonwealth Equity Services
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
I
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mogy Joel R Investment Counsel's ESGD Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 6,230 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #77.

Mogy Joel R Investment Counsel first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. 354 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Mogy Joel R Investment Counsel held 6,230 shares of iShares ESG Aware MSCI EAFE ETF worth $641K as of Q2 2026.
  • Mogy Joel R Investment Counsel left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #77 holding.
  • Mogy Joel R Investment Counsel first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.