Onyx Bridge Wealth Group
ESGD icon

Onyx Bridge Wealth Group’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Onyx Bridge Wealth 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
Q3 		$1.07M Buy
10,381
+7
+0.1% +$735 0.09% 146
2026
Q2 		$1.07M Buy
10,374
+3,745
+56% +$380K 0.1% 146
2026
Q1 		$634K Sell
6,629
-1,810
-21% -$179K 0.07% 186
2025
Q4 		$802K Buy
8,439
+68
+0.8% +$6.41K 0.09% 160
2025
Q3 		$778K Buy
8,371
+341
+4% +$30.9K 0.08% 164
2025
Q2 		$716K Buy
8,030
+2,552
+47% +$218K 0.09% 144
2025
Q1 		$448K Sell
5,478
-120
-2% -$9.7K 0.06% 169
2024
Q4 		$426K Sell
5,598
-34
-0.6% -$2.7K 0.06% 175
2024
Q3 		$474K Sell
5,632
-496
-8% -$40.1K 0.07% 166
2024
Q2 		$483K Buy
6,128
+1,375
+29% +$109K 0.08% 154
2024
Q1 		$371K Sell
4,753
-8,648
-65% -$662K 0.07% 173
2023
Q4 		$1.01M Buy
13,401
+9,082
+210% +$643K 0.2% 74
2023
Q3 		$299K Sell
4,319
-10,082
-70% -$726K 0.07% 176
2023
Q2 		$1.05M Buy
14,401
+7,372
+105% +$538K 0.25% 73
2023
Q1 		$505K Buy
7,029
+574
+9% +$40.3K 0.2% 89
2022
Q4 		$441K Buy
+6,455
New +$405K 0.18% 87
2022
Q3 		– Sell
-5,714
Closed -$365K – 183
2022
Q2 		$365K Sell
5,714
-1,028
-15% -$70.2K 0.16% 86
2022
Q1 		$465K Sell
6,742
-12,350
-65% -$930K 0.18% 70
2021
Q4 		$1.53M Buy
19,092
+5,551
+41% +$442K 0.51% 18
2021
Q3 		$1.08M Buy
13,541
+7,103
+110% +$570K 0.41% 31
2021
Q2 		$505K Buy
6,438
+2,644
+70% +$210K 0.22% 49
2021
Q1 		$288K Buy
+3,794
New +$286K 0.14% 70

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

Onyx Bridge Wealth Group's ESGD Position: Q3 2026 in Review

Onyx Bridge Wealth Group increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.07% in Q3 2026, buying an estimated $735 and bringing the position to 10,381 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #146.

Onyx Bridge Wealth Group first reported a position in ESGD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.53M in Q4 2021. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Onyx Bridge Wealth Group held 10,381 shares of iShares ESG Aware MSCI EAFE ETF worth $1.07M as of Q3 2026.
  • Onyx Bridge Wealth Group bought 7 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $735.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #146 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2021 and has held it in 22 quarters since.
  • Onyx Bridge Wealth Group's iShares ESG Aware MSCI EAFE ETF position peaked at $1.53M in Q4 2021.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.