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 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%	+$88.3K	0.27%	46
2025 Q1	$616K	Buy	+7,539	New	+$608K	0.26%	45

Other funds holding ESGD

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Penobscot Wealth Management's ESGD Position: Q2 2026 in Review

Penobscot Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 37% in Q2 2026, buying an estimated $452K and bringing the position to 16,485 shares worth $1.69M. The position accounts for 0.45% of the portfolio, ranked #34.

Penobscot Wealth Management first reported a position in ESGD in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Penobscot Wealth Management held 16,485 shares of iShares ESG Aware MSCI EAFE ETF worth $1.69M as of Q2 2026.
Penobscot Wealth Management bought 4,452 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $452K.
iShares ESG Aware MSCI EAFE ETF made up 0.45% of Penobscot Wealth Management's portfolio in Q2 2026, its #34 holding.
Penobscot Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.