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Omega Financial Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Omega Financial Group’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 		$1.29M Sell
12,581
-374
-3% -$38K 0.39% 46
2026
Q1 		$1.24M Sell
12,955
-790
-6% -$78.2K 0.4% 45
2025
Q4 		$1.31M Sell
13,745
-368
-3% -$34.7K 0.43% 44
2025
Q3 		$1.31M Sell
14,113
-429
-3% -$38.8K 0.43% 43
2025
Q2 		$1.3M Buy
14,542
+56
+0.4% +$4.78K 0.46% 40
2025
Q1 		$1.18M Buy
14,486
+1,723
+13% +$139K 0.45% 42
2024
Q4 		$972K Buy
12,763
+361
+3% +$28.7K 0.37% 46
2024
Q3 		$1.04M Sell
12,402
-10
-0.1% -$808 0.4% 45
2024
Q2 		$978K Sell
12,412
-27
-0.2% -$2.14K 0.4% 48
2024
Q1 		$994K Buy
12,439
+309
+3% +$23.7K 0.41% 49
2023
Q4 		$916K Sell
12,130
-45
-0.4% -$3.19K 0.39% 51
2023
Q3 		$842K Sell
12,175
-1,057
-8% -$76.1K 0.41% 49
2023
Q2 		$965K Buy
13,232
+1,495
+13% +$109K 0.44% 49
2023
Q1 		$843K Buy
11,737
+1,203
+11% +$84.4K 0.39% 50
2022
Q4 		$721K Buy
10,534
+3,730
+55% +$234K 0.37% 55
2022
Q3 		$382K Sell
6,804
-4,463
-40% -$280K 0.2% 63
2022
Q2 		$707K Buy
11,267
+8,375
+290% +$572K 0.34% 51
2022
Q1 		$213K Buy
+2,892
New +$218K 0.09% 73

Other funds holding ESGD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Omega Financial Group's ESGD Position: Q2 2026 in Review

Omega Financial Group reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 2.9% in Q2 2026, selling an estimated $38K and leaving 12,581 shares worth $1.29M. The position accounts for 0.39% of the portfolio, ranked #46.

Omega Financial Group first reported a position in ESGD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.31M in Q3 2025. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Omega Financial Group held 12,581 shares of iShares ESG Aware MSCI EAFE ETF worth $1.29M as of Q2 2026.
  • Omega Financial Group sold 374 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $38K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.39% of Omega Financial Group's portfolio in Q2 2026, its #46 holding.
  • Omega Financial Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • Omega Financial Group's iShares ESG Aware MSCI EAFE ETF position peaked at $1.31M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.