MWA
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Motive Wealth Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Motive Wealth Advisors’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 		$361K Hold
3,512
– – 0.15% 66
2026
Q1 		$336K Hold
3,512
– – 0.16% 59
2025
Q4 		$334K Buy
+3,512
New +$331K 0.14% 60

Other funds holding ESGD

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
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
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

Motive Wealth Advisors's ESGD Position: Q2 2026 in Review

Motive Wealth Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q2 2026 at 3,512 shares worth $361K. The position accounts for 0.15% of the portfolio, ranked #66.

Motive Wealth Advisors first reported a position in ESGD in Q4 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Motive Wealth Advisors held 3,512 shares of iShares ESG Aware MSCI EAFE ETF worth $361K as of Q2 2026.
  • Motive Wealth Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.15% of Motive Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Motive Wealth Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.