Penobscot Wealth Management
ESGD icon

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

Penobscot Wealth 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 		$2.14M Buy
20,815
+4,330
+26% +$455K 0.55% 30
2026
Q2 		$1.69M Buy
16,485
+4,452
+37% +$452K 0.45% 34
2026
Q1 		$1.15M Buy
12,033
+1,633
+16% +$162K 0.34% 40
2025
Q4 		$989K Buy
10,400
+345
+3% +$32.5K 0.31% 47
2025
Q3 		$935K Buy
10,055
+1,481
+17% +$134K 0.3% 47
2025
Q2 		$765K Buy
8,574
+1,035
+14% +$88.2K 0.27% 46
2025
Q1 		$616K Buy
+7,539
New +$608K 0.26% 45

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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 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

Penobscot Wealth Management's ESGD Position: Q3 2026 in Review

Penobscot Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 26% in Q3 2026, buying an estimated $455K and bringing the position to 20,815 shares worth $2.14M. The position accounts for 0.55% of the portfolio, ranked #30.

Penobscot Wealth Management first reported a position in ESGD in Q1 2025 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Penobscot Wealth Management held 20,815 shares of iShares ESG Aware MSCI EAFE ETF worth $2.14M as of Q3 2026.
  • Penobscot Wealth Management bought 4,330 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $455K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.55% of Penobscot Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Penobscot Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Penobscot Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.