Peak Financial Management
ESGD icon

Peak Financial Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Peak Financial 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 		$851K Sell
8,260
-35
-0.4% -$3.67K 0.19% 49
2026
Q2 		$853K Hold
8,295
– – 0.2% 48
2026
Q1 		$793K Sell
8,295
-50
-0.6% -$4.95K 0.2% 44
2025
Q4 		$794K Sell
8,345
-52
-0.6% -$4.9K 0.2% 46
2025
Q3 		$781K Buy
8,397
+115
+1% +$10.4K 0.21% 47
2025
Q2 		$739K Buy
8,282
+136
+2% +$11.6K 0.21% 47
2025
Q1 		$666K Sell
8,146
-205
-2% -$16.5K 0.2% 48
2024
Q4 		$636K Sell
8,351
-786
-9% -$62.5K 0.19% 51
2024
Q3 		$769K Sell
9,137
-790
-8% -$63.8K 0.23% 45
2024
Q2 		$782K Buy
9,927
+20
+0.2% +$1.59K 0.24% 44
2024
Q1 		$792K Buy
9,907
+824
+9% +$63.1K 0.25% 44
2023
Q4 		$686K Buy
9,083
+425
+5% +$30.1K 0.23% 47
2023
Q3 		$599K Buy
8,658
+328
+4% +$23.6K 0.22% 43
2023
Q2 		$608K Buy
8,330
+1,354
+19% +$98.8K 0.22% 46
2023
Q1 		$501K Sell
6,976
-175
-2% -$12.3K 0.19% 46
2022
Q4 		$470K Buy
7,151
+299
+4% +$18.8K 0.18% 46
2022
Q3 		$385K Buy
6,852
+606
+10% +$38K 0.16% 49
2022
Q2 		$392K Buy
6,246
+1,560
+33% +$106K 0.15% 46
2022
Q1 		$345K Buy
4,686
+702
+18% +$52.9K 0.12% 54
2021
Q4 		$317K Buy
3,984
+30
+0.8% +$2.39K 0.1% 58
2021
Q3 		$310K Hold
3,954
– – 0.11% 54
2021
Q2 		$312K Sell
3,954
-86
-2% -$6.84K 0.11% 53
2021
Q1 		$307K Buy
4,040
+110
+3% +$8.28K 0.11% 51
2020
Q4 		$287K Buy
+3,930
New +$268K 0.11% 54

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Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Peak Financial Management's ESGD Position: Q3 2026 in Review

Peak Financial Management reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.42% in Q3 2026, selling an estimated $3.67K and leaving 8,260 shares worth $851K. The position accounts for 0.19% of the portfolio, ranked #49.

Peak Financial Management first reported a position in ESGD in Q4 2020 and has held it in 24 quarters since. The position peaked at $853K in Q2 2026. 228 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Peak Financial Management held 8,260 shares of iShares ESG Aware MSCI EAFE ETF worth $851K as of Q3 2026.
  • Peak Financial Management sold 35 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $3.67K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.19% of Peak Financial Management's portfolio in Q3 2026, its #49 holding.
  • Peak Financial Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • Peak Financial Management's iShares ESG Aware MSCI EAFE ETF position peaked at $853K in Q2 2026.
  • 228 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Peak Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.