MBT
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Montecito Bank & Trust’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Montecito Bank & Trust’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 		$890K Hold
8,654
– – 0.13% 140
2026
Q1 		$827K Sell
8,654
-1,730
-17% -$171K 0.14% 144
2025
Q4 		$987K Sell
10,384
-20,118
-66% -$1.9M 0.16% 131
2025
Q3 		$2.84M Buy
+30,502
New +$2.76M 0.44% 52
2025
Q1 		$2.54M Sell
31,123
-370
-1% -$29.9K 0.45% 53
2024
Q4 		$2.4M Buy
31,493
+6,040
+24% +$481K 0.42% 54
2024
Q3 		$2.14M Hold
25,453
– – 0.36% 61
2024
Q2 		$2.01M Hold
25,453
– – 0.41% 56
2024
Q1 		$2.03M Sell
25,453
-2,985
-10% -$229K 0.41% 60
2023
Q4 		$2.15M Sell
28,438
-1,485
-5% -$105K 0.46% 49
2023
Q3 		$2.07M Buy
29,923
+935
+3% +$67.3K 0.48% 48
2023
Q2 		$2.11M Buy
28,988
+10,110
+54% +$737K 0.48% 48
2023
Q1 		$1.36M Buy
18,878
+1,895
+11% +$133K 0.32% 76
2022
Q4 		$1.12M Buy
16,983
+8,485
+100% +$533K 0.27% 94
2022
Q3 		$477K Buy
8,498
+550
+7% +$34.5K 0.12% 168
2022
Q2 		$499K Buy
7,948
+770
+11% +$52.6K 0.12% 174
2022
Q1 		$529K Sell
7,178
-70
-1% -$5.27K 0.1% 183
2021
Q4 		$576K Hold
7,248
– – 0.1% 175
2021
Q3 		$568K Buy
7,248
+414
+6% +$33.2K 0.11% 168
2021
Q2 		$540K Hold
6,834
– – 0.1% 170
2021
Q1 		$519K Buy
+6,834
New +$515K 0.11% 167

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
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
SG
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Montecito Bank & Trust's ESGD Position: Q2 2026 in Review

Montecito Bank & Trust held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 8,654 shares worth $890K. The position accounts for 0.13% of the portfolio, ranked #140.

Montecito Bank & Trust first reported a position in ESGD in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.84M in Q3 2025. 172 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Montecito Bank & Trust held 8,654 shares of iShares ESG Aware MSCI EAFE ETF worth $890K as of Q2 2026.
  • Montecito Bank & Trust left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.13% of Montecito Bank & Trust's portfolio in Q2 2026, its #140 holding.
  • Montecito Bank & Trust first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • Montecito Bank & Trust's iShares ESG Aware MSCI EAFE ETF position peaked at $2.84M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.