Nautilus Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Nautilus 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 Q3	$412K	Hold	4,000	–	–	0.25%	107
2026 Q2	$414K	Hold	4,000	–	–	0.24%	108
2026 Q1	$382K	Hold	4,000	–	–	0.26%	101
2025 Q4	$380K	Hold	4,000	–	–	0.25%	106
2025 Q3	$372K	Hold	4,000	–	–	0.25%	110
2025 Q2	$357K	Hold	4,000	–	–	0.26%	106
2025 Q1	$327K	Hold	4,000	–	–	0.27%	106
2024 Q4	$305K	Buy	+4,000	New	+$318K	0.24%	110

Other funds holding ESGD

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Nautilus Advisors's ESGD Position: Q3 2026 in Review

Nautilus Advisors held its iShares ESG Aware MSCI EAFE ETF (ESGD) position steady in Q3 2026 at 4,000 shares worth $412K. The position accounts for 0.25% of the portfolio, ranked #107.

Nautilus Advisors first reported a position in ESGD in Q4 2024 and has held it in 8 quarters since. The position peaked at $414K in Q2 2026. 48 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

Nautilus Advisors held 4,000 shares of iShares ESG Aware MSCI EAFE ETF worth $412K as of Q3 2026.
Nautilus Advisors left its iShares ESG Aware MSCI EAFE ETF share count unchanged in Q3 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.25% of Nautilus Advisors's portfolio in Q3 2026, its #107 holding.
Nautilus Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $414K in Q2 2026.
48 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.