Pathway Financial Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Pathway Financial Advisors’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	Buy	12,439 +4,470	+56%	+$454K	0.15%	61
2026 Q1	$770K	Hold	7,969	–	–	0.1%	69
2025 Q4	$776K	Hold	7,969	–	–	0.1%	72
2025 Q3	$741K	Buy	7,969 +5,420	+213%	+$490K	0.1%	73
2025 Q2	$227K	Hold	2,549	–	–	0.03%	121
2025 Q1	$208K	Buy	+2,549	New	+$206K	0.04%	159
2024 Q4	–	Sell	-2,549	Closed	-$215K	–	167
2024 Q3	$215K	Hold	2,549	–	–	0.06%	155
2024 Q2	$201K	Sell	2,549 -1,988	-44%	-$158K	0.05%	164
2024 Q1	$363K	Buy	4,537 +112	+3%	+$8.58K	0.1%	108
2023 Q4	$334K	Hold	4,425	–	–	0.1%	109
2023 Q3	$306K	Buy	4,425 +309	+8%	+$22.2K	0.1%	100
2023 Q2	$300K	Hold	4,116	–	–	0.1%	100
2023 Q1	$296K	Hold	4,116	–	–	0.1%	96
2022 Q4	$271K	Sell	4,116 -841	-17%	-$52.8K	0.08%	99
2022 Q3	$278K	Buy	4,957 +1,233	+33%	+$77.3K	0.1%	99
2022 Q2	$234K	Sell	3,724 -243	-6%	-$16.6K	0.1%	117
2022 Q1	$292K	Hold	3,967	–	–	0.11%	104
2021 Q4	$303K	Buy	+3,967	New	+$316K	0.11%	98
2021 Q1	$277K	Buy	3,458 +155	+5%	+$11.7K	0.11%	98
2020 Q4	$244K	Buy	+3,303	New	+$226K	0.1%	94

Other funds holding ESGD

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Pathway Financial Advisors's ESGD Position: Q2 2026 in Review

Pathway Financial Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 56% in Q2 2026, buying an estimated $454K and bringing the position to 12,439 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #61.

Pathway Financial Advisors first reported a position in ESGD in Q4 2020 and has held it in 20 quarters since. 158 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Pathway Financial Advisors held 12,439 shares of iShares ESG Aware MSCI EAFE ETF worth $1.29M as of Q2 2026.
Pathway Financial Advisors bought 4,470 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $454K.
iShares ESG Aware MSCI EAFE ETF made up 0.15% of Pathway Financial Advisors's portfolio in Q2 2026, its #61 holding.
Pathway Financial Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
158 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.