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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
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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 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
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

OLIO Financial Planning's ESGD Position: Q2 2026 in Review

OLIO Financial Planning reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.3% in Q2 2026, selling an estimated $76.9K and leaving 21,848 shares worth $2.25M. 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 19 quarters since. 175 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • OLIO Financial Planning held 21,848 shares of iShares ESG Aware MSCI EAFE ETF worth $2.25M as of Q2 2026.
  • OLIO Financial Planning sold 757 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $76.9K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.56% of OLIO Financial Planning's portfolio in Q2 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 19 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.