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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
Q3 		$642K Hold
6,230
– – 0.03% 81
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

KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
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

Mogy Joel R Investment Counsel's ESGD Position: Q3 2026 in Review

Mogy Joel R Investment Counsel held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 6,230 shares worth $642K. The position accounts for 0.03% of the portfolio, ranked #81.

Mogy Joel R Investment Counsel first reported a position in ESGD in Q1 2025 and has held it in 7 quarters since. 149 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Mogy Joel R Investment Counsel held 6,230 shares of iShares ESG Aware MSCI EAFE ETF worth $642K as of Q3 2026.
  • Mogy Joel R Investment Counsel left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.03% of Mogy Joel R Investment Counsel's portfolio in Q3 2026, its #81 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 7 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q3 2026, filed 13 Oct 2026.