Neumann Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Neumann Capital Management’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	$3.4M	Buy	+32,976	New	+$3.46M	0.87%	32
2026 Q2	–	Sell	-30,750	Closed	-$2.94M	–	74
2026 Q1	$2.94M	Buy	30,750 +280	+0.9%	+$27.7K	0.87%	32
2025 Q4	$2.9M	Buy	30,470 +4,090	+16%	+$386K	0.84%	34
2025 Q3	$2.45M	Buy	26,380 +695	+3%	+$62.9K	0.72%	35
2025 Q2	$2.29M	Sell	25,685 -830	-3%	-$70.8K	0.72%	35
2025 Q1	$2.17M	Sell	26,515 -50	-0.2%	-$4.04K	0.75%	37
2024 Q4	$2.02M	Sell	26,565 -510	-2%	-$40.6K	0.67%	39
2024 Q3	$2.28M	Buy	27,075 +275	+1%	+$22.2K	0.76%	35
2024 Q2	$2.11M	Buy	26,800 +300	+1%	+$23.8K	0.73%	37
2024 Q1	$2.12M	Buy	26,500 +1,240	+5%	+$95K	0.75%	39
2023 Q4	$1.91M	Buy	25,260 +1,600	+7%	+$113K	0.76%	37
2023 Q3	$1.64M	Buy	23,660 +500	+2%	+$36K	0.71%	40
2023 Q2	$1.69M	Buy	23,160 +500	+2%	+$36.5K	0.7%	40
2023 Q1	$1.63M	Buy	22,660 +540	+2%	+$37.9K	0.72%	41
2022 Q4	$1.45M	Buy	22,120 +2,010	+10%	+$126K	0.68%	41
2022 Q3	$1.13M	Sell	20,110 -200	-1%	-$12.5K	0.58%	49
2022 Q2	$1.28M	Buy	20,310 +5,130	+34%	+$350K	0.65%	44
2022 Q1	$1.12M	Buy	15,180 +5,770	+61%	+$435K	0.48%	51
2021 Q4	$748K	Buy	9,410 +400	+4%	+$31.8K	0.3%	58
2021 Q3	$706K	Buy	9,010 +980	+12%	+$78.7K	0.32%	58
2021 Q2	$635K	Buy	8,030 +1,140	+17%	+$90.7K	0.29%	59
2021 Q1	$523K	Buy	6,890 +2,335	+51%	+$176K	0.25%	61
2020 Q4	$333K	Buy	4,555 +210	+5%	+$14.3K	0.17%	63
2020 Q3	$276K	Buy	4,345 +450	+12%	+$28.7K	0.16%	67
2020 Q2	$236K	Buy	3,895 +40	+1%	+$2.3K	0.14%	68
2020 Q1	$205K	Buy	+3,855	New	+$243K	0.15%	69

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

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

Neumann Capital Management's ESGD Position: Q3 2026 in Review

Neumann Capital Management opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2026: 32,976 shares worth $3.4M. The stake represents 0.87% of the portfolio and ranks #32 among its holdings. This is a return to the name: Neumann Capital Management previously reported a position in ESGD as recently as Q1 2026.

Neumann Capital Management first reported a position in ESGD in Q1 2020 and has held it in 26 quarters since. 224 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

Neumann Capital Management held 32,976 shares of iShares ESG Aware MSCI EAFE ETF worth $3.4M as of Q3 2026.
iShares ESG Aware MSCI EAFE ETF was a new Neumann Capital Management position in Q3 2026.
iShares ESG Aware MSCI EAFE ETF made up 0.87% of Neumann Capital Management's portfolio in Q3 2026, its #32 holding.
Neumann Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
224 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Neumann Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.