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

One Wealth 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
Q2 		– Sell
-2,698
Closed -$269K – 231
2026
Q1 		$269K Buy
2,698
+6
+0.2% +$594 0.12% 89
2025
Q4 		$256K Sell
2,692
-599
-18% -$56.5K 0.11% 109
2025
Q3 		$306K Buy
3,291
+974
+42% +$88.1K 0.14% 86
2025
Q2 		$207K Buy
+2,317
New +$198K 0.1% 106

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

One Wealth Capital Management's ESGD Position: Q2 2026 in Review

One Wealth Capital Management sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026, closing a stake of 2,698 shares — an estimated $269K sold.

One Wealth Capital Management first reported a position in ESGD in Q2 2025 and held it in 4 quarters. The position peaked at $306K in Q3 2025. 373 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • One Wealth Capital Management reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • One Wealth Capital Management sold 2,698 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $269K.
  • One Wealth Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and held it in 4 quarters.
  • One Wealth Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $306K in Q3 2025.
  • 373 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.