NWF Advisory Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

NWF Advisory Services’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	$260K	Sell	2,524 -307	-11%	-$32.2K	0.02%	336
2026 Q2	$291K	Sell	2,831 -116	-4%	-$11.8K	0.03%	320
2026 Q1	$282K	Hold	2,947	–	–	0.03%	300
2025 Q4	$280K	Sell	2,947 -146	-5%	-$13.8K	0.03%	299
2025 Q3	$288K	Buy	3,093 +700	+29%	+$63.3K	0.03%	302
2025 Q2	$214K	Sell	2,393 -115	-5%	-$9.8K	0.03%	370
2025 Q1	$205K	Buy	+2,508	New	+$202K	0.03%	325

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

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 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

NWF Advisory Services's ESGD Position: Q3 2026 in Review

NWF Advisory Services reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 11% in Q3 2026, selling an estimated $32.2K and leaving 2,524 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #336.

NWF Advisory Services first reported a position in ESGD in Q1 2025 and has held it in 7 quarters since. The position peaked at $291K in Q2 2026. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

NWF Advisory Services held 2,524 shares of iShares ESG Aware MSCI EAFE ETF worth $260K as of Q3 2026.
NWF Advisory Services sold 307 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $32.2K.
iShares ESG Aware MSCI EAFE ETF made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #336 holding.
NWF Advisory Services first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
NWF Advisory Services's iShares ESG Aware MSCI EAFE ETF position peaked at $291K in Q2 2026.
250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.