OLIO Financial Planning
ESGD icon

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

OLIO Financial Planning’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 		$2.24M Sell
21,773
-75
-0.3% -$7.87K 0.56% 15
2026
Q2 		$2.25M Sell
21,848
-757
-3% -$76.9K 0.56% 15
2026
Q1 		$2.16M Buy
22,605
+31
+0.1% +$3.07K 0.6% 15
2025
Q4 		$2.15M Buy
22,574
+955
+4% +$90K 0.6% 16
2025
Q3 		$2.01M Sell
21,619
-2,110
-9% -$191K 0.59% 16
2025
Q2 		$2.12M Sell
23,729
-637
-3% -$54.3K 0.67% 14
2025
Q1 		$1.99M Buy
24,366
+764
+3% +$61.6K 0.69% 14
2024
Q4 		$1.8M Buy
23,602
+3,670
+18% +$292K 0.63% 18
2024
Q3 		$1.51M Hold
19,932
– – 0.63% 22
2024
Q2 		$1.51M Hold
19,932
– – 0.63% 22
2024
Q1 		$1.51M Hold
19,932
– – 0.63% 22
2023
Q4 		$1.51M Sell
19,932
-107
-0.5% -$7.58K 0.63% 22
2023
Q3 		$1.39M Buy
20,039
+192
+1% +$13.8K 0.65% 23
2023
Q2 		$1.45M Buy
19,847
+122
+0.6% +$8.9K 0.69% 21
2023
Q1 		$1.42M Sell
19,725
-954
-5% -$67K 0.73% 21
2022
Q4 		$1.36M Sell
20,679
-967
-4% -$60.7K 0.74% 21
2022
Q3 		$1.22M Buy
21,646
+19
+0.1% +$1.19K 0.72% 20
2022
Q2 		$1.36M Buy
21,627
+2,911
+16% +$199K 0.76% 23
2022
Q1 		$1.38M Buy
18,716
+6,604
+55% +$497K 0.79% 19
2021
Q4 		$962K Buy
+12,112
New +$964K 0.57% 18

Other funds holding ESGD

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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

OLIO Financial Planning's ESGD Position: Q3 2026 in Review

OLIO Financial Planning reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.34% in Q3 2026, selling an estimated $7.87K and leaving 21,773 shares worth $2.24M. The position accounts for 0.56% of the portfolio, ranked #15.

OLIO Financial Planning first reported a position in ESGD in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.25M in Q2 2026. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • OLIO Financial Planning held 21,773 shares of iShares ESG Aware MSCI EAFE ETF worth $2.24M as of Q3 2026.
  • OLIO Financial Planning sold 75 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $7.87K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.56% of OLIO Financial Planning's portfolio in Q3 2026, its #15 holding.
  • OLIO Financial Planning first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • OLIO Financial Planning's iShares ESG Aware MSCI EAFE ETF position peaked at $2.25M in Q2 2026.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.