One Wealth Capital Management
ESGD icon

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
Q3 		$216K Buy
+2,093
New +$220K 0.08% 116
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

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

One Wealth Capital Management's ESGD Position: Q3 2026 in Review

One Wealth Capital Management opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q3 2026: 2,093 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #116 among its holdings. This is a return to the name: One Wealth Capital Management previously reported a position in ESGD as recently as Q1 2026.

One Wealth Capital Management first reported a position in ESGD in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q3 2025. 504 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • One Wealth Capital Management held 2,093 shares of iShares ESG Aware MSCI EAFE ETF worth $216K as of Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new One Wealth Capital Management position in Q3 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.08% of One Wealth Capital Management's portfolio in Q3 2026, its #116 holding.
  • One Wealth Capital Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • One Wealth Capital Management's iShares ESG Aware MSCI EAFE ETF position peaked at $306K in Q3 2025.
  • 504 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.