Montis Financial
ESGD icon

Montis Financial’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Montis Financial’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 		$3.19M Sell
30,974
-1,110
-3% -$117K 0.66% 29
2026
Q2 		$3.3M Sell
32,084
-169
-0.5% -$17.2K 0.67% 30
2026
Q1 		$3.08M Buy
32,253
+824
+3% +$81.5K 0.64% 30
2025
Q4 		$2.99M Hold
31,429
– – 0.59% 31
2025
Q3 		$2.92M Buy
31,429
+4,817
+18% +$436K 0.67% 28
2025
Q2 		$2.37M Buy
26,612
+3,339
+14% +$285K 0.66% 27
2025
Q1 		$1.9M Buy
23,273
+8,461
+57% +$683K 0.56% 31
2024
Q4 		$1.13M Buy
14,812
+4,884
+49% +$389K 0.35% 51
2024
Q3 		$836K Buy
9,928
+2,100
+27% +$170K 0.3% 42
2024
Q2 		$617K Buy
+7,828
New +$622K 0.28% 39

Other funds holding ESGD

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Montis Financial's ESGD Position: Q3 2026 in Review

Montis Financial reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.5% in Q3 2026, selling an estimated $117K and leaving 30,974 shares worth $3.19M. The position accounts for 0.66% of the portfolio, ranked #29.

Montis Financial first reported a position in ESGD in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.3M in Q2 2026. 506 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Montis Financial held 30,974 shares of iShares ESG Aware MSCI EAFE ETF worth $3.19M as of Q3 2026.
  • Montis Financial sold 1,110 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $117K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.66% of Montis Financial's portfolio in Q3 2026, its #29 holding.
  • Montis Financial first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2024 and has held it in 10 quarters since.
  • Montis Financial's iShares ESG Aware MSCI EAFE ETF position peaked at $3.3M in Q2 2026.
  • 506 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.